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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 | $62,987 | $85,766-26.6% | $136,295-53.8% | $70,131-10.2% |
| Participation rate | 71.2% | 74.2%-2.9pp | 81.9%-10.7pp | 69.5%+1.7pp |
| Annual return | 8.33% | 31.45%-23.1pp | 5155.97%-5147.6pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,557 | $5,051-29.6% | $6,247-43.1% | $3,332+6.8% |
| Admin fee / account holder | $1,652 | $5,420-69.5% | $9,243-82.1% | $4,645-64.4% |