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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 | $45,537 | $56,544-19.5% | $75,501-39.7% | $70,124-35.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 7.70% | 23.59%-15.9pp | 27.35%-19.7pp | 73.14%-65.4pp |
| Employer contribution / active EE | $278 | $1,817-84.7% | $2,352-88.2% | $2,342-88.1% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $9,455 | $3,827+147.1% | $5,801+63.0% | $4,645+103.5% |