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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 | $38,727 | $78,707-50.8% | $117,861-67.1% | $70,126-44.8% |
| Participation rate | 76.7% | 73.2%+3.5pp | 79.7%-3.0pp | 69.5%+7.1pp |
| Annual return | 8.90% | 23.30%-14.4pp | 335.11%-326.2pp | 73.15%-64.2pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,422 | $3,297-26.5% | $4,482-46.0% | $3,332-27.3% |
| Admin fee / account holder | $1,958 | $5,066-61.3% | $8,021-75.6% | $4,645-57.9% |