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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 | $23,876 | $45,050-47.0% | $63,018-62.1% | $70,126-66.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.91% | 18.76%-7.8pp | 87.62%-76.7pp | 73.15%-62.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,423 | $2,466+79.4% | $3,330+32.9% | $3,332+32.8% |
| Admin fee / account holder | $1,194 | $2,834-57.9% | $3,601-66.8% | $4,645-74.3% |