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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 | $50,824 | $46,534+9.2% | $64,097-20.7% | $75,177-32.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.51% | 26.07%-16.6pp | 33.75%-24.2pp | 160.75%-151.2pp |
| Employer contribution / active EE | $0 | $1,976-100.0% | $2,750-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,196 | $2,835-57.8% | $3,881-69.2% | $4,126-71.0% |
| Admin fee / account holder | $1,656 | $2,957-44.0% | $3,070-46.1% | $5,651-70.7% |