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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 | $37,539 | $83,898-55.3% | $133,346-71.8% | $94,015-60.1% |
| Participation rate | 78.3% | 63.4%+14.9pp | 72.8%+5.4pp | 70.8%+7.4pp |
| Annual return | 8.32% | 16.00%-7.7pp | 36.85%-28.5pp | 17.84%-9.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,889 | $3,245-41.8% | $4,332-56.4% | $4,249-55.6% |
| Admin fee / account holder | $1,651 | $7,809-78.9% | $14,264-88.4% | $8,951-81.6% |