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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 | $48,231 | $89,372-46.0% | $141,200-65.8% | $72,977-33.9% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 7.04% | 111.88%-104.8pp | 71.41%-64.4pp | 81.02%-74.0pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,011 | $5,419+103.2% | $6,710+64.1% | $3,608+205.2% |
| Admin fee / account holder | $3,874 | $5,957-35.0% | $10,265-62.3% | $5,124-24.4% |