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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 | $79,527 | $99,875-20.4% | $146,866-45.9% | $86,983-8.6% |
| Participation rate | 97.1% | 75.8%+21.3pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 13.48% | 28.10%-14.6pp | 102.85%-89.4pp | 25.83%-12.4pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,217 | $6,322-49.1% | $7,759-58.5% | $4,194-23.3% |
| Admin fee / account holder | $16,538 | $7,838+111.0% | $13,620+21.4% | $7,856+110.5% |