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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 | $27,988 | $79,894-65.0% | $135,792-79.4% | $82,637-66.1% |
| Participation rate | 86.0% | 63.0%+23.0pp | 72.6%+13.4pp | 68.1%+17.9pp |
| Annual return | 9.76% | 17.20%-7.4pp | 25.96%-16.2pp | 53.51%-43.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,839 | $3,194-11.1% | $4,759-40.3% | $4,126-31.2% |
| Admin fee / account holder | $6,746 | $6,434+4.8% | $12,266-45.0% | $7,339-8.1% |