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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 | $56,141 | $98,776-43.2% | $149,745-62.5% | $79,856-29.7% |
| Participation rate | 75.4% | 75.8%-0.4pp | 82.5%-7.1pp | 69.6%+5.7pp |
| Annual return | 5.21% | 27.38%-22.2pp | 276.72%-271.5pp | 31.71%-26.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,405 | $5,681+47.9% | $6,843+22.8% | $3,741+124.7% |
| Admin fee / account holder | $2,849 | $6,053-52.9% | $9,312-69.4% | $5,306-46.3% |