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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 | $40,070 | $76,551-47.7% | $123,894-67.7% | $62,881-36.3% |
| Participation rate | 74.5% | 73.0%+1.6pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 5.73% | 18.68%-12.9pp | 47.52%-41.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $6,814 | $4,840+40.8% | $5,984+13.9% | $3,203+112.7% |
| Admin fee / account holder | $3,561 | $4,826-26.2% | $8,357-57.4% | $4,296-17.1% |