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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 | $29,967 | $87,037-65.6% | $106,201-71.8% | $80,874-62.9% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 10.15% | 17.05%-6.9pp | 116.26%-106.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,170-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,634 | $3,986+16.2% | $5,012-7.6% | $4,297+7.8% |
| Admin fee / account holder | $4,785 | $8,434-43.3% | $11,039-56.7% | $6,935-31.0% |