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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 | $40,849 | $106,524-61.7% | $152,301-73.2% | $87,485-53.3% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.4%+6.0pp | 68.9%+19.5pp |
| Annual return | 13.66% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $14,858 | $6,525+127.7% | $8,004+85.6% | $4,274+247.7% |
| Admin fee / account holder | $18,331 | $8,287+121.2% | $14,398+27.3% | $7,775+135.8% |