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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 | $23,790 | $77,814-69.4% | $158,223-85.0% | $86,983-72.6% |
| Participation rate | 97.1% | 68.4%+28.6pp | 79.2%+17.9pp | 69.5%+27.5pp |
| Annual return | 10.09% | 30.54%-20.5pp | 52.09%-42.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,682 | $3,270-18.0% | $5,467-50.9% | $4,194-36.1% |
| Admin fee / account holder | $3,876 | $5,879-34.1% | $16,047-75.8% | $7,856-50.7% |