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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 | $21,215 | $108,882-80.5% | $96,754-78.1% | $154,746-86.3% |
| Participation rate | 85.7% | 75.1%+10.6pp | 70.3%+15.4pp | 80.7%+5.0pp |
| Annual return | 7.96% | 98.39%-90.4pp | 82.04%-74.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,697 | $5,323-30.5% | $4,758-22.3% | $6,730-45.1% |
| Admin fee / account holder | $1,196 | $10,200-88.3% | $8,905-86.6% | $14,365-91.7% |