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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 | $32,962 | $63,355-48.0% | $91,994-64.2% | $72,983-54.8% |
| Participation rate | 71.7% | 72.5%-0.8pp | 78.6%-6.9pp | 69.5%+2.3pp |
| Annual return | 19.19% | 35.35%-16.2pp | 69.03%-49.8pp | 81.01%-61.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,244 | $4,883-54.0% | $5,923-62.1% | $3,608-37.8% |
| Admin fee / account holder | $2,068 | $4,668-55.7% | $7,743-73.3% | $5,124-59.6% |