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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 | $50,166 | $84,953-40.9% | $163,379-69.3% | $82,637-39.3% |
| Participation rate | 72.7% | 65.9%+6.8pp | 76.8%-4.1pp | 68.1%+4.7pp |
| Annual return | 7.81% | 23.07%-15.3pp | 63.41%-55.6pp | 53.51%-45.7pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,204 | $4,326-2.8% | $6,282-33.1% | $4,126+1.9% |
| Admin fee / account holder | $40,879 | $7,921+416.1% | $9,818+316.4% | $7,339+457.0% |