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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 | $41,816 | $136,860-69.4% | $120,344-65.3% | $154,746-73.0% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 6.96% | 21.38%-14.4pp | 20.30%-13.3pp | 172.34%-165.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,088 | $5,793-46.7% | $5,135-39.9% | $6,730-54.1% |
| Admin fee / account holder | $1,131 | $15,393-92.7% | $12,742-91.1% | $14,365-92.1% |