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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 | $34,515 | $64,359-46.4% | $90,161-61.7% | $70,126-50.8% |
| Participation rate | 72.7% | 70.4%+2.3pp | 76.9%-4.1pp | 69.5%+3.2pp |
| Annual return | 13.21% | 28.13%-14.9pp | 34.89%-21.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,943 | $4,389-33.0% | $5,287-44.3% | $3,332-11.7% |
| Admin fee / account holder | $5,459 | $3,945+38.4% | $5,943-8.1% | $4,645+17.5% |