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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 | $27,133 | $46,877-42.1% | $122,354-77.8% | $70,126-61.3% |
| Participation rate | 89.3% | 58.2%+31.1pp | 71.6%+17.6pp | 69.5%+19.7pp |
| Annual return | 11.47% | 24.22%-12.8pp | 30.28%-18.8pp | 73.15%-61.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,548 | $2,167+17.6% | $3,287-22.5% | $3,332-23.5% |
| Admin fee / account holder | $825 | $3,324-75.2% | $5,479-84.9% | $4,645-82.2% |