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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 | $44,608 | $72,273-38.3% | $101,275-56.0% | $79,856-44.1% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 7.65% | 22.30%-14.6pp | 46.48%-38.8pp | 31.71%-24.1pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,015 | $3,282-8.1% | $4,371-31.0% | $3,741-19.4% |
| Admin fee / account holder | $3,685 | $4,401-16.3% | $5,948-38.0% | $5,306-30.5% |