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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 | $50,888 | $106,864-52.4% | $147,318-65.5% | $82,637-38.4% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.1%-1.7pp | 68.1%+12.3pp |
| Annual return | 11.37% | 27.49%-16.1pp | 70.43%-59.1pp | 53.51%-42.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,986 | $6,496-54.0% | $7,906-62.2% | $4,126-27.6% |
| Admin fee / account holder | $15,150 | $8,415+80.0% | $13,708+10.5% | $7,339+106.4% |