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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 | $44,528 | $76,407-41.7% | $150,298-70.4% | $82,448-46.0% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 4.32% | 39.99%-35.7pp | 62.79%-58.5pp | 41.64%-37.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,477 | $3,214+39.3% | $5,453-17.9% | $4,139+8.2% |
| Admin fee / account holder | $26,461 | $6,352+316.6% | $14,116+87.5% | $7,234+265.8% |