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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 | $32,311 | $77,460-58.3% | $100,378-67.8% | $80,925-60.1% |
| Participation rate | 93.3% | 76.9%+16.4pp | 81.5%+11.8pp | 67.7%+25.7pp |
| Annual return | 12.25% | 37.24%-25.0pp | 49.41%-37.2pp | 35.65%-23.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,568 | $6,818+69.7% | $8,087+43.0% | $4,299+169.1% |
| Admin fee / account holder | $10,157 | $5,887+72.5% | $7,899+28.6% | $6,940+46.4% |