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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 | $36,573 | $97,550-62.5% | $120,344-69.6% | $87,485-58.2% |
| Participation rate | 97.4% | 72.8%+24.5pp | 76.7%+20.7pp | 68.9%+28.4pp |
| Annual return | 11.74% | 18.41%-6.7pp | 20.30%-8.6pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,703 | $4,230+82.1% | $5,135+50.0% | $4,274+80.3% |
| Admin fee / account holder | $19,220 | $9,543+101.4% | $12,742+50.8% | $7,775+147.2% |