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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 | $75,541-78.3% | $152,093-89.2% | $82,637-80.1% |
| Participation rate | 77.8% | 66.5%+11.2pp | 77.8%0pp | 68.1%+9.7pp |
| Annual return | 11.96% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.5pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,321 | $3,206+34.8% | $5,451-20.7% | $4,126+4.7% |
| Admin fee / account holder | $8,931 | $6,405+39.5% | $14,497-38.4% | $7,339+21.7% |