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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 | $33,355 | $71,057-53.1% | $93,654-64.4% | $80,874-58.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 9.73% | 11.26%-1.5pp | 133.34%-123.6pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,006 | $4,034-25.5% | $4,413-31.9% | $4,297-30.0% |
| Admin fee / account holder | $4,368 | $6,944-37.1% | $8,282-47.3% | $6,935-37.0% |