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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 | $52,655 | $89,364-41.1% | $141,177-62.7% | $72,983-27.9% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.2pp | 69.5%+19.2pp |
| Annual return | 16.90% | 111.86%-95.0pp | 71.40%-54.5pp | 81.01%-64.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,471 | $5,419-35.9% | $6,710-48.3% | $3,608-3.8% |
| Admin fee / account holder | $6,433 | $5,959+8.0% | $10,263-37.3% | $5,124+25.5% |