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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 | $25,679 | $53,774-52.2% | $134,162-80.9% | $79,856-67.8% |
| Participation rate | 78.3% | 58.8%+19.6pp | 72.2%+6.1pp | 69.6%+8.7pp |
| Annual return | 7.37% | 19.01%-11.6pp | 36.35%-29.0pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,731 | $2,420+12.8% | $3,500-22.0% | $3,741-27.0% |
| Admin fee / account holder | $9,151 | $3,985+129.6% | $6,685+36.9% | $5,306+72.4% |