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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 | $20,547 | $72,273-71.6% | $101,275-79.7% | $79,856-74.3% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 9.28% | 22.30%-13.0pp | 46.48%-37.2pp | 31.71%-22.4pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,825 | $3,282-44.4% | $4,371-58.3% | $3,741-51.2% |
| Admin fee / account holder | $1,219 | $4,401-72.3% | $5,948-79.5% | $5,306-77.0% |