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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 | $63,671 | $65,027-2.1% | $90,970-30.0% | $79,852-20.3% |
| Participation rate | 76.9% | 61.6%+15.3pp | 69.0%+7.9pp | 69.6%+7.3pp |
| Annual return | 9.17% | 30.45%-21.3pp | 134.58%-125.4pp | 31.72%-22.5pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,922 | $2,512+16.3% | $3,373-13.4% | $3,740-21.9% |
| Admin fee / account holder | $7,180 | $4,535+58.3% | $5,960+20.5% | $5,306+35.3% |