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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 | $54,089 | $77,920-30.6% | $149,723-63.9% | $75,177-28.1% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 10.82% | 31.72%-20.9pp | 134.50%-123.7pp | 160.75%-149.9pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,807 | $3,411+11.6% | $5,682-33.0% | $4,126-7.7% |
| Admin fee / account holder | $38,417 | $5,951+545.6% | $13,215+190.7% | $5,651+579.8% |