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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 | $59,826 | $104,251-42.6% | $91,004-34.3% | $147,586-59.5% |
| Participation rate | 73.9% | 78.2%-4.3pp | 75.6%-1.7pp | 82.8%-8.9pp |
| Annual return | 8.40% | 27.06%-18.7pp | 4.60%+3.8pp | 578.59%-570.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,830 | $4,195-56.4% | $3,548-48.4% | $5,439-66.4% |
| Admin fee / account holder | $14,539 | $8,948+62.5% | $5,417+168.4% | $10,886+33.6% |