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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 | $99,875-66.7% | $146,866-77.4% | $86,983-61.8% |
| Participation rate | 84.7% | 75.8%+8.9pp | 82.5%+2.2pp | 69.5%+15.2pp |
| Annual return | 12.67% | 28.10%-15.4pp | 102.85%-90.2pp | 25.83%-13.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,103 | $6,322-50.9% | $7,759-60.0% | $4,194-26.0% |
| Admin fee / account holder | $2,808 | $7,838-64.2% | $13,620-79.4% | $7,856-64.3% |