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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 | $22,270 | $58,577-62.0% | $83,323-73.3% | $64,181-65.3% |
| Participation rate | 87.5% | 72.0%+15.5pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | -9.30% | 9.65%-18.9pp | 10.63%-19.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,726 | $4,654+109.0% | $5,565+74.8% | $3,470+180.3% |
| Admin fee / account holder | $919 | $9,275-90.1% | $7,539-87.8% | $4,887-81.2% |