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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 | $40,917 | $48,364-15.4% | $71,796-43.0% | $62,881-34.9% |
| Participation rate | 81.1% | 60.6%+20.5pp | 69.1%+12.0pp | 69.3%+11.8pp |
| Annual return | 3.76% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,248 | $2,091+7.5% | $2,794-19.6% | $3,203-29.8% |
| Admin fee / account holder | $1,343 | $3,771-64.4% | $4,815-72.1% | $4,296-68.7% |