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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 | $8,790 | $114,013-92.3% | $103,693-91.5% | $155,188-94.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 6.75% | 49.31%-42.6pp | 47.61%-40.9pp | 148.84%-142.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,592 | $4,970-7.6% | $4,579+0.3% | $6,531-29.7% |
| Admin fee / account holder | $12,198 | $8,407+45.1% | $7,858+55.2% | $14,480-15.8% |