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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 | $67,483 | $138,386-51.2% | $184,260-63.4% | $80,935-16.6% |
| Participation rate | 76.9% | 83.9%-7.0pp | 86.8%-9.9pp | 67.7%+9.3pp |
| Annual return | 10.09% | 20.02%-9.9pp | 28.84%-18.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,886 | $7,076-2.7% | $9,133-24.6% | $4,299+60.2% |
| Admin fee / account holder | $5,768 | $10,489-45.0% | $13,898-58.5% | $6,924-16.7% |