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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 | $34,167 | $51,638-33.8% | $129,406-73.6% | $80,959-57.8% |
| Participation rate | 88.1% | 56.9%+31.2pp | 69.6%+18.5pp | 67.7%+20.5pp |
| Annual return | 10.37% | 20.78%-10.4pp | 9468.18%-9457.8pp | 35.67%-25.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,848 | $2,670+44.1% | $4,167-7.7% | $4,300-10.5% |
| Admin fee / account holder | $2,638 | $4,313-38.8% | $7,689-65.7% | $6,925-61.9% |