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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 | $38,214 | $76,551-50.1% | $123,894-69.2% | $62,881-39.2% |
| Participation rate | 71.4% | 73.0%-1.6pp | 81.4%-10.0pp | 69.3%+2.1pp |
| Annual return | 4.12% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,032 | $4,840-37.3% | $5,984-49.3% | $3,203-5.3% |
| Admin fee / account holder | $23,105 | $4,826+378.8% | $8,357+176.5% | $4,296+437.9% |