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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 | $30,185 | $77,920-61.3% | $149,723-79.8% | $75,177-59.8% |
| Participation rate | 77.6% | 65.6%+12.1pp | 78.8%-1.1pp | 67.2%+10.4pp |
| Annual return | 13.19% | 31.72%-18.5pp | 134.50%-121.3pp | 160.75%-147.6pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,981 | $3,411-12.6% | $5,682-47.5% | $4,126-27.8% |
| Admin fee / account holder | $5,975 | $5,951+0.4% | $13,215-54.8% | $5,651+5.7% |