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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 | $33,237 | $106,749-68.9% | $145,433-77.1% | $82,448-59.7% |
| Participation rate | 84.7% | 75.6%+9.1pp | 82.1%+2.6pp | 68.1%+16.7pp |
| Annual return | 12.67% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,103 | $6,519-52.4% | $7,897-60.7% | $4,139-25.0% |
| Admin fee / account holder | $2,808 | $8,390-66.5% | $13,129-78.6% | $7,234-61.2% |