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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 | $80,855-65.4% | $153,416-81.8% | $86,983-67.8% |
| Participation rate | 86.0% | 64.1%+21.9pp | 74.3%+11.7pp | 69.5%+16.5pp |
| Annual return | 9.76% | 16.18%-6.4pp | 17.84%-8.1pp | 25.83%-16.1pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,839 | $3,333-14.8% | $4,723-39.9% | $4,194-32.3% |
| Admin fee / account holder | $6,746 | $6,908-2.4% | $13,095-48.5% | $7,856-14.1% |