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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 | $44,239 | $54,541-18.9% | $78,778-43.8% | $70,124-36.9% |
| Participation rate | 75.0% | 60.8%+14.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 10.37% | 21.07%-10.7pp | 35.62%-25.2pp | 73.14%-62.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,839 | $2,210+28.4% | $2,958-4.0% | $3,332-14.8% |
| Admin fee / account holder | $1,371 | $3,709-63.0% | $5,134-73.3% | $4,645-70.5% |