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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 | $25,323 | $51,184-50.5% | $66,439-61.9% | $86,983-70.9% |
| Participation rate | 82.1% | 68.5%+13.7pp | 74.5%+7.6pp | 69.5%+12.6pp |
| Annual return | 5.99% | 17.07%-11.1pp | 757.66%-751.7pp | 25.83%-19.8pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,390 | $2,927+15.8% | $3,876-12.5% | $4,194-19.2% |
| Admin fee / account holder | $3,835 | $4,154-7.7% | $6,173-37.9% | $7,856-51.2% |