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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 | $38,408 | $93,598-59.0% | $135,974-71.8% | $75,173-48.9% |
| Participation rate | 74.0% | 75.2%-1.2pp | 81.9%-7.9pp | 67.2%+6.8pp |
| Annual return | 14.21% | 30.89%-16.7pp | 68.30%-54.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,055 | $6,405-52.3% | $7,760-60.6% | $4,126-26.0% |
| Admin fee / account holder | $3,289 | $6,978-52.9% | $10,767-69.5% | $5,651-41.8% |