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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 | $51,604-33.8% | $129,295-73.6% | $80,874-57.8% |
| Participation rate | 88.1% | 57.0%+31.2pp | 69.6%+18.5pp | 67.6%+20.5pp |
| Annual return | 10.37% | 20.76%-10.4pp | 9429.28%-9418.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $0 | $1,585-100.0% | $4,157-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,848 | $2,670+44.1% | $4,169-7.7% | $4,297-10.4% |
| Admin fee / account holder | $2,638 | $4,310-38.8% | $7,665-65.6% | $6,935-62.0% |