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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 | $35,542 | $77,920-54.4% | $149,723-76.3% | $75,177-52.7% |
| Participation rate | 81.1% | 65.6%+15.5pp | 78.8%+2.3pp | 67.2%+13.9pp |
| Annual return | 11.37% | 31.72%-20.4pp | 134.50%-123.1pp | 160.75%-149.4pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,585 | $3,411+5.1% | $5,682-36.9% | $4,126-13.1% |
| Admin fee / account holder | $3,384 | $5,951-43.1% | $13,215-74.4% | $5,651-40.1% |