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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 | $34,434 | $75,541-54.4% | $152,093-77.4% | $82,637-58.3% |
| Participation rate | 73.1% | 66.5%+6.5pp | 77.8%-4.7pp | 68.1%+5.0pp |
| Annual return | 8.13% | 32.56%-24.4pp | 66.36%-58.2pp | 53.51%-45.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,649 | $3,206-17.4% | $5,451-51.4% | $4,126-35.8% |
| Admin fee / account holder | $3,912 | $6,405-38.9% | $14,497-73.0% | $7,339-46.7% |