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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 | $31,416 | $78,015-59.7% | $178,505-82.4% | $80,959-61.2% |
| Participation rate | 84.1% | 65.7%+18.5pp | 77.1%+7.0pp | 67.7%+16.5pp |
| Annual return | 9.21% | 18.10%-8.9pp | 27.16%-17.9pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,887 | $4,406-34.5% | $6,280-54.0% | $4,300-32.9% |
| Admin fee / account holder | $5,331 | $7,160-25.5% | $10,428-48.9% | $6,925-23.0% |