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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 | $51,363 | $89,370-42.5% | $141,197-63.6% | $72,976-29.6% |
| Participation rate | 70.5% | 75.1%-4.6pp | 82.5%-12.0pp | 69.5%+1.0pp |
| Annual return | 12.10% | 111.88%-99.8pp | 71.41%-59.3pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,007 | $5,419+47.8% | $6,710+19.3% | $3,608+121.9% |
| Admin fee / account holder | $3,164 | $5,957-46.9% | $10,265-69.2% | $5,124-38.3% |