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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,665 | $81,487-57.5% | $102,412-66.2% | $80,935-57.2% |
| Participation rate | 93.9% | 66.8%+27.0pp | 74.5%+19.4pp | 67.7%+26.2pp |
| Annual return | 9.00% | 25.60%-16.6pp | 24.94%-15.9pp | 35.66%-26.7pp |
| Employer contribution / active EE | -$1 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,617 | $3,871-32.4% | $5,060-48.3% | $4,299-39.1% |
| Admin fee / account holder | $6,362 | $6,717-5.3% | $8,388-24.2% | $6,924-8.1% |