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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 | $81,476-32.0% | $102,383-45.9% | $80,925-31.5% |
| Participation rate | 84.0% | 66.8%+17.2pp | 74.5%+9.5pp | 67.7%+16.3pp |
| Annual return | 9.80% | 25.59%-15.8pp | 24.94%-15.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,043 | $3,871+56.1% | $5,060+19.4% | $4,299+40.6% |
| Admin fee / account holder | $7,268 | $6,717+8.2% | $8,391-13.4% | $6,940+4.7% |