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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 | $76,407-72.9% | $150,298-86.2% | $82,448-74.9% |
| Participation rate | 85.7% | 66.4%+19.3pp | 77.8%+8.0pp | 68.1%+17.6pp |
| Annual return | 9.67% | 39.99%-30.3pp | 62.79%-53.1pp | 41.64%-32.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,405 | $3,214-25.2% | $5,453-55.9% | $4,139-41.9% |
| Admin fee / account holder | $16,302 | $6,352+156.6% | $14,116+15.5% | $7,234+125.3% |