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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 | $51,869 | $54,757-5.3% | $90,300-42.6% | $72,983-28.9% |
| Participation rate | 84.8% | 65.1%+19.6pp | 73.3%+11.5pp | 69.5%+15.3pp |
| Annual return | 12.50% | 30.63%-18.1pp | 78.11%-65.6pp | 81.01%-68.5pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $826 | $2,887-71.4% | $3,884-78.7% | $3,608-77.1% |
| Admin fee / account holder | $933 | $3,972-76.5% | $5,353-82.6% | $5,124-81.8% |