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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 | $46,198 | $55,902-17.4% | $76,030-39.2% | $80,959-42.9% |
| Participation rate | 91.7% | 62.1%+29.6pp | 69.1%+22.6pp | 67.7%+24.0pp |
| Annual return | 10.13% | 20.59%-10.5pp | 361.54%-351.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,779 | $3,051+23.9% | $4,257-11.2% | $4,300-12.1% |
| Admin fee / account holder | $2,443 | $5,239-53.4% | $6,421-61.9% | $6,925-64.7% |