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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 | $47,230 | $67,606-30.1% | $82,313-42.6% | $70,131-32.7% |
| Participation rate | 72.2% | 72.8%-0.5pp | 76.9%-4.7pp | 69.5%+2.7pp |
| Annual return | 10.43% | 21.57%-11.1pp | 25.88%-15.4pp | 73.14%-62.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,353 | $2,987-54.7% | $3,706-63.5% | $3,332-59.4% |
| Admin fee / account holder | $12,630 | $4,512+179.9% | $5,608+125.2% | $4,645+171.9% |