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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 | $44,912 | $53,128-15.5% | $86,581-48.1% | $70,124-36.0% |
| Participation rate | 71.8% | 65.3%+6.5pp | 73.5%-1.8pp | 69.5%+2.3pp |
| Annual return | 6.61% | 27.66%-21.0pp | 965.06%-958.4pp | 73.14%-66.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,440 | $2,695-9.5% | $3,609-32.4% | $3,332-26.8% |
| Admin fee / account holder | $6,338 | $3,584+76.9% | $4,904+29.2% | $4,645+36.4% |