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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 | $55,437 | $81,504-32.0% | $102,437-45.9% | $80,959-31.5% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 9.80% | 25.60%-15.8pp | 24.95%-15.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,043 | $3,871+56.1% | $5,060+19.4% | $4,300+40.5% |
| Admin fee / account holder | $7,268 | $6,719+8.2% | $8,388-13.4% | $6,925+4.9% |