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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 | $106,749-76.0% | $145,433-82.4% | $82,448-68.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 12.30% | 27.59%-15.3pp | 66.58%-54.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,506 | $6,519-0.2% | $7,897-17.6% | $4,139+57.2% |
| Admin fee / account holder | $6,428 | $8,390-23.4% | $13,129-51.0% | $7,234-11.1% |