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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 | $25,442 | $96,558-73.7% | $80,977-68.6% | $273,972-90.7% |
| Participation rate | 77.8% | 79.1%-1.3pp | 75.8%+2.0pp | 83.0%-5.2pp |
| Annual return | 1.34% | 15.14%-13.8pp | 17.11%-15.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,841 | $6,598-41.8% | $5,696-32.6% | $5,287-27.4% |
| Admin fee / account holder | $14,607 | $7,493+94.9% | $5,517+164.8% | $10,133+44.2% |