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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 | $36,864 | $87,834-58.0% | $133,975-72.5% | $62,881-41.4% |
| Participation rate | 85.4% | 83.4%+2.0pp | 87.1%-1.7pp | 69.3%+16.1pp |
| Annual return | 0.03% | 12.05%-12.0pp | 29.29%-29.3pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,555 | $4,812-46.9% | $6,282-59.3% | $3,203-20.2% |
| Admin fee / account holder | $11,081 | $5,372+106.3% | $9,324+18.8% | $4,296+158.0% |