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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 | $28,492 | $89,370-68.1% | $141,197-79.8% | $72,976-61.0% |
| Participation rate | 84.6% | 75.1%+9.5pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 16.95% | 111.88%-94.9pp | 71.41%-54.5pp | 81.02%-64.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,428 | $5,419-36.7% | $6,710-48.9% | $3,608-5.0% |
| Admin fee / account holder | $890 | $5,957-85.1% | $10,265-91.3% | $5,124-82.6% |