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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 | $46,921 | $93,617-49.9% | $135,982-65.5% | $75,177-37.6% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 11.26% | 30.89%-19.6pp | 68.32%-57.1pp | 160.75%-149.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,081 | $6,406+10.5% | $7,760-8.8% | $4,126+71.6% |
| Admin fee / account holder | $620 | $6,980-91.1% | $10,767-94.2% | $5,651-89.0% |