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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 | $31,604 | $48,053-34.2% | $84,623-62.7% | $72,983-56.7% |
| Participation rate | 75.8% | 57.6%+18.2pp | 68.2%+7.5pp | 69.5%+6.3pp |
| Annual return | 5.17% | 37.39%-32.2pp | 258.77%-253.6pp | 81.01%-75.8pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,652-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,565 | $2,681-41.6% | $3,899-59.9% | $3,608-56.6% |
| Admin fee / account holder | $5,200 | $3,395+53.2% | $4,913+5.8% | $5,124+1.5% |