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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 | $93,274 | $125,797-25.9% | $170,043-45.1% | $75,173+24.1% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.0%+3.9pp | 67.2%+23.7pp |
| Annual return | 10.65% | 27.20%-16.6pp | 53.40%-42.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,479 | $6,838-19.9% | $10,410-47.4% | $4,126+32.8% |
| Admin fee / account holder | $527 | $8,177-93.6% | $12,824-95.9% | $5,651-90.7% |