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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 | $71,208-53.2% | $93,681-64.4% | $80,911-58.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.6%+3.8pp |
| Annual return | 9.73% | 11.27%-1.5pp | 133.47%-123.7pp | 35.63%-25.9pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,006 | $4,035-25.5% | $4,415-31.9% | $4,297-30.0% |
| Admin fee / account holder | $4,368 | $6,951-37.2% | $8,290-47.3% | $6,935-37.0% |