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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 | $75,607 | $98,776-23.5% | $149,745-49.5% | $79,856-5.3% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 9.59% | 27.38%-17.8pp | 276.72%-267.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,045 | $5,681-46.4% | $6,843-55.5% | $3,741-18.6% |
| Admin fee / account holder | $2,289 | $6,053-62.2% | $9,312-75.4% | $5,306-56.9% |