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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 | $72,849 | $98,766-26.2% | $149,730-51.3% | $79,852-8.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 7.09% | 27.43%-20.3pp | 276.70%-269.6pp | 31.72%-24.6pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,913 | $5,681-13.5% | $6,843-28.2% | $3,740+31.3% |
| Admin fee / account holder | $36,188 | $6,052+497.9% | $9,310+288.7% | $5,306+582.0% |