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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 | $42,418 | $125,797-66.3% | $170,057-75.1% | $75,177-43.6% |
| Participation rate | 82.1% | 83.6%-1.5pp | 87.0%-5.0pp | 67.2%+14.8pp |
| Annual return | 13.12% | 27.20%-14.1pp | 53.42%-40.3pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,513 | $6,838-34.0% | $10,411-56.7% | $4,126+9.4% |
| Admin fee / account holder | $4,056 | $8,177-50.4% | $12,826-68.4% | $5,651-28.2% |