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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 | $32,186 | $102,422-68.6% | $147,117-78.1% | $80,959-60.2% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 9.00% | 135.16%-126.2pp | 420.54%-411.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,279 | $6,652-50.7% | $8,065-59.3% | $4,300-23.8% |
| Admin fee / account holder | $10,520 | $7,953+32.3% | $12,993-19.0% | $6,925+51.9% |