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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 | $76,064 | $138,393-45.0% | $184,256-58.7% | $80,959-6.0% |
| Participation rate | 97.6% | 83.9%+13.7pp | 86.8%+10.7pp | 67.7%+29.9pp |
| Annual return | 10.97% | 20.01%-9.0pp | 28.85%-17.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,812 | $7,076-17.9% | $9,133-36.4% | $4,300+35.2% |
| Admin fee / account holder | $2,239 | $10,489-78.7% | $13,899-83.9% | $6,925-67.7% |