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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 | $42,683 | $87,132-51.0% | $105,624-59.6% | $80,959-47.3% |
| Participation rate | 81.0% | 70.4%+10.6pp | 75.3%+5.7pp | 67.7%+13.3pp |
| Annual return | 9.99% | 17.03%-7.0pp | 116.20%-106.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,627 | $3,985-34.1% | $5,013-47.6% | $4,300-38.9% |
| Admin fee / account holder | $789 | $8,449-90.7% | $10,961-92.8% | $6,925-88.6% |