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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 | $27,821 | $57,590-51.7% | $86,233-67.7% | $82,448-66.3% |
| Participation rate | 97.3% | 57.9%+39.4pp | 69.0%+28.2pp | 68.1%+29.2pp |
| Annual return | 11.46% | 22.41%-11.0pp | 61.39%-49.9pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,121 | $3,080+131.2% | $4,559+56.2% | $4,139+72.0% |
| Admin fee / account holder | $7,717 | $4,730+63.1% | $8,342-7.5% | $7,234+6.7% |