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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 | $84,657 | $110,137-23.1% | $161,149-47.5% | $82,637+2.4% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 12.02% | 20.69%-8.7pp | 21.16%-9.1pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,268 | $4,575-28.6% | $6,153-46.9% | $4,126-20.8% |
| Admin fee / account holder | $3,357 | $9,467-64.5% | $15,194-77.9% | $7,339-54.3% |