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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 | $43,544 | $78,027-44.2% | $178,528-75.6% | $80,925-46.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 7.82% | 18.09%-10.3pp | 27.11%-19.3pp | 35.65%-27.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,803 | $4,408-59.1% | $6,278-71.3% | $4,299-58.1% |
| Admin fee / account holder | $4,903 | $7,168-31.6% | $10,419-52.9% | $6,940-29.4% |