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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 | $43,233 | $67,602-36.0% | $82,312-47.5% | $70,126-38.3% |
| Participation rate | 72.5% | 72.8%-0.2pp | 76.9%-4.3pp | 69.5%+3.0pp |
| Annual return | 11.07% | 21.57%-10.5pp | 25.88%-14.8pp | 73.15%-62.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,292 | $2,987-23.3% | $3,706-38.2% | $3,332-31.2% |
| Admin fee / account holder | $12,918 | $4,512+186.3% | $5,608+130.4% | $4,645+178.1% |