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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 | $30,302 | $85,169-64.4% | $172,755-82.5% | $72,983-58.5% |
| Participation rate | 89.8% | 70.1%+19.8pp | 82.6%+7.2pp | 69.5%+20.3pp |
| Annual return | 15.14% | 27.32%-12.2pp | 802.94%-787.8pp | 81.01%-65.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,836 | $3,260-13.0% | $5,198-45.4% | $3,608-21.4% |
| Admin fee / account holder | $13,316 | $5,880+126.5% | $13,955-4.6% | $5,124+159.9% |