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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 | $12,943 | $76,407-83.1% | $150,298-91.4% | $82,448-84.3% |
| Participation rate | 92.0% | 66.4%+25.6pp | 77.8%+14.2pp | 68.1%+23.9pp |
| Annual return | 12.61% | 39.99%-27.4pp | 62.79%-50.2pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,883 | $3,214+51.9% | $5,453-10.4% | $4,139+18.0% |
| Admin fee / account holder | $4,852 | $6,352-23.6% | $14,116-65.6% | $7,234-32.9% |