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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 | $38,027 | $62,672-39.3% | $185,117-79.5% | $70,126-45.8% |
| Participation rate | 78.2% | 63.8%+14.4pp | 77.3%+0.9pp | 69.5%+8.6pp |
| Annual return | 11.69% | 40.79%-29.1pp | 40.50%-28.8pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,920 | $3,272-10.7% | $5,045-42.1% | $3,332-12.3% |
| Admin fee / account holder | $1,765 | $3,932-55.1% | $8,159-78.4% | $4,645-62.0% |