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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 | $46,191 | $58,627-21.2% | $76,735-39.8% | $82,448-44.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 11.17% | 39.10%-27.9pp | 29.77%-18.6pp | 41.64%-30.5pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,406 | $3,134-23.2% | $4,088-41.1% | $4,139-41.9% |
| Admin fee / account holder | $10,760 | $5,323+102.2% | $7,189+49.7% | $7,234+48.7% |