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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 | $32,386 | $106,749-69.7% | $145,433-77.7% | $82,448-60.7% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.1%+15.3pp | 68.1%+29.4pp |
| Annual return | 13.29% | 27.59%-14.3pp | 66.58%-53.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $10,128 | $6,519+55.4% | $7,897+28.2% | $4,139+144.7% |
| Admin fee / account holder | $3,383 | $8,390-59.7% | $13,129-74.2% | $7,234-53.2% |