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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 | $32,298 | $76,551-57.8% | $123,894-73.9% | $62,881-48.6% |
| Participation rate | 70.7% | 73.0%-2.3pp | 81.4%-10.7pp | 69.3%+1.4pp |
| Annual return | 1.34% | 18.68%-17.3pp | 47.52%-46.2pp | 20.14%-18.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,335 | $4,840-10.4% | $5,984-27.6% | $3,203+35.4% |
| Admin fee / account holder | $5,803 | $4,826+20.2% | $8,357-30.6% | $4,296+35.1% |