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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 | $21,313 | $81,331-73.8% | $155,534-86.3% | $80,935-73.7% |
| Participation rate | 97.7% | 66.3%+31.4pp | 78.2%+19.5pp | 67.7%+30.0pp |
| Annual return | 8.32% | 33.37%-25.0pp | 64.92%-56.6pp | 35.66%-27.3pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,674 | $3,454-51.5% | $5,630-70.3% | $4,299-61.1% |
| Admin fee / account holder | $807 | $7,999-89.9% | $15,900-94.9% | $6,924-88.3% |