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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 | $25,974 | $76,407-66.0% | $150,298-82.7% | $82,448-68.5% |
| Participation rate | 89.2% | 66.4%+22.8pp | 77.8%+11.4pp | 68.1%+21.1pp |
| Annual return | 11.31% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,687 | $3,214-47.5% | $5,453-69.1% | $4,139-59.3% |
| Admin fee / account holder | $4,447 | $6,352-30.0% | $14,116-68.5% | $7,234-38.5% |