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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 | $60,233 | $85,515-29.6% | $112,040-46.2% | $67,986-11.4% |
| Participation rate | 75.5% | 68.2%+7.3pp | 76.5%-1.0pp | 57.2%+18.3pp |
| Annual return | 9.33% | 29.68%-20.3pp | 24.52%-15.2pp | 31.67%-22.3pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,573 | $4,014-11.0% | $5,098-29.9% | $3,358+6.4% |
| Admin fee / account holder | $8,558 | $3,774+126.8% | $12,098-29.3% | $3,203+167.2% |