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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 | $48,057 | $47,848+0.4% | $81,473-41.0% | $70,126-31.5% |
| Participation rate | 87.1% | 58.3%+28.8pp | 68.0%+19.1pp | 69.5%+17.6pp |
| Annual return | 12.61% | 27.25%-14.6pp | 38.78%-26.2pp | 73.15%-60.5pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,659 | $2,453+49.1% | $3,537+3.4% | $3,332+9.8% |
| Admin fee / account holder | $977 | $3,145-68.9% | $4,561-78.6% | $4,645-79.0% |