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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 | $20,677 | $78,690-73.7% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 85.7% | 67.5%+18.2pp | 78.7%+7.0pp | 68.9%+16.8pp |
| Annual return | 9.67% | 32.74%-23.1pp | 89.72%-80.1pp | 26.06%-16.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,405 | $3,311-27.4% | $5,630-57.3% | $4,274-43.7% |
| Admin fee / account holder | $16,302 | $6,724+142.5% | $16,006+1.9% | $7,775+109.7% |