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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 | $25,651 | $106,524-75.9% | $152,301-83.2% | $87,485-70.7% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 12.30% | 26.89%-14.6pp | 80.50%-68.2pp | 26.06%-13.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,506 | $6,525-0.3% | $8,004-18.7% | $4,274+52.2% |
| Admin fee / account holder | $6,428 | $8,287-22.4% | $14,398-55.4% | $7,775-17.3% |