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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 | $33,320 | $62,672-46.8% | $185,117-82.0% | $70,126-52.5% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 10.63% | 40.79%-30.2pp | 40.50%-29.9pp | 73.15%-62.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,591 | $3,272+9.8% | $5,045-28.8% | $3,332+7.8% |
| Admin fee / account holder | $4,576 | $3,932+16.4% | $8,159-43.9% | $4,645-1.5% |