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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 | $95,404-61.7% | $113,397-67.7% | $82,637-55.7% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.5%+20.9pp | 68.1%+29.3pp |
| Annual return | 11.74% | 19.08%-7.3pp | 23.20%-11.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $7,703 | $4,220+82.6% | $5,076+51.7% | $4,126+86.7% |
| Admin fee / account holder | $19,220 | $9,168+109.6% | $11,957+60.7% | $7,339+161.9% |