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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 | $48,011-47.3% | $63,803-60.3% | $82,637-69.4% |
| Participation rate | 82.1% | 66.6%+15.6pp | 72.7%+9.4pp | 68.1%+14.1pp |
| Annual return | 5.99% | 19.84%-13.9pp | 543.72%-537.7pp | 53.51%-47.5pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,390 | $2,846+19.1% | $3,843-11.8% | $4,126-17.8% |
| Admin fee / account holder | $3,835 | $3,873-1.0% | $5,196-26.2% | $7,339-47.7% |