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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 | $39,874 | $84,953-53.1% | $163,379-75.6% | $82,637-51.7% |
| Participation rate | 92.3% | 65.9%+26.4pp | 76.8%+15.5pp | 68.1%+24.3pp |
| Annual return | 8.39% | 23.07%-14.7pp | 63.41%-55.0pp | 53.51%-45.1pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,952 | $4,326+14.5% | $6,282-21.2% | $4,126+20.0% |
| Admin fee / account holder | $3,401 | $7,921-57.1% | $9,818-65.4% | $7,339-53.7% |