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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 | $49,973 | $60,444-17.3% | $68,948-27.5% | $82,448-39.4% |
| Participation rate | 88.9% | 73.6%+15.3pp | 79.2%+9.7pp | 68.1%+20.8pp |
| Annual return | 10.04% | 15.42%-5.4pp | 28.39%-18.3pp | 41.64%-31.6pp |
| Employer contribution / active EE | $0 | $3,449-100.0% | $4,165-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,263 | $3,658-10.8% | $6,186-47.2% | $4,139-21.2% |
| Admin fee / account holder | $10,937 | $6,421+70.3% | $7,539+45.1% | $7,234+51.2% |