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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 | $16,424 | $76,407-78.5% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 77.8% | 66.4%+11.4pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 11.96% | 39.99%-28.0pp | 62.79%-50.8pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,321 | $3,214+34.4% | $5,453-20.8% | $4,139+4.4% |
| Admin fee / account holder | $8,931 | $6,352+40.6% | $14,116-36.7% | $7,234+23.5% |