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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 | $39,874 | $91,086-56.2% | $203,872-80.4% | $86,983-54.2% |
| Participation rate | 92.3% | 65.8%+26.5pp | 77.8%+14.5pp | 69.5%+22.8pp |
| Annual return | 8.39% | 22.30%-13.9pp | 85.11%-76.7pp | 25.83%-17.4pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,952 | $4,019+23.2% | $6,388-22.5% | $4,194+18.1% |
| Admin fee / account holder | $3,401 | $8,987-62.2% | $11,730-71.0% | $7,856-56.7% |