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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 | $56,148 | $72,492-22.5% | $87,104-35.5% | $72,975-23.1% |
| Participation rate | 95.5% | 72.8%+22.6pp | 76.9%+18.6pp | 69.5%+26.0pp |
| Annual return | 12.36% | 24.46%-12.1pp | 28.19%-15.8pp | 81.01%-68.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,363 | $3,270+33.4% | $4,048+7.8% | $3,608+20.9% |
| Admin fee / account holder | $453 | $5,055-91.0% | $7,491-93.9% | $5,124-91.2% |