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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 | $58,057-52.1% | $97,032-71.3% | $86,983-68.0% |
| Participation rate | 97.3% | 60.4%+36.9pp | 71.6%+25.7pp | 69.5%+27.7pp |
| Annual return | 11.46% | 22.26%-10.8pp | 35.38%-23.9pp | 25.83%-14.4pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $7,121 | $3,244+119.5% | $4,672+52.4% | $4,194+69.8% |
| Admin fee / account holder | $7,717 | $4,839+59.5% | $9,418-18.1% | $7,856-1.8% |