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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 | $43,407 | $81,358-46.6% | $155,556-72.1% | $80,959-46.4% |
| Participation rate | 76.3% | 66.3%+10.1pp | 78.2%-1.9pp | 67.7%+8.6pp |
| Annual return | 0.07% | 33.39%-33.3pp | 64.84%-64.8pp | 35.67%-35.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,449 | $3,455-0.2% | $5,631-38.7% | $4,300-19.8% |
| Admin fee / account holder | $2,990 | $7,994-62.6% | $15,885-81.2% | $6,925-56.8% |