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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 | $51,688 | $58,099-11.0% | $76,902-32.8% | $75,177-31.2% |
| Participation rate | 89.5% | 63.9%+25.6pp | 69.6%+19.9pp | 67.2%+22.3pp |
| Annual return | 12.20% | 26.71%-14.5pp | 37.91%-25.7pp | 160.75%-148.6pp |
| Employer contribution / active EE | $0 | $1,996-100.0% | $2,534-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,859 | $2,999+95.4% | $3,833+52.8% | $4,126+42.0% |
| Admin fee / account holder | $16,532 | $4,778+246.0% | $5,479+201.7% | $5,651+192.5% |