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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 | $67,168 | $89,370-24.8% | $141,197-52.4% | $72,976-8.0% |
| Participation rate | 79.6% | 75.1%+4.5pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 15.72% | 111.88%-96.2pp | 71.41%-55.7pp | 81.02%-65.3pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,817 | $5,419-48.0% | $6,710-58.0% | $3,608-21.9% |
| Admin fee / account holder | $1,031 | $5,957-82.7% | $10,265-90.0% | $5,124-79.9% |