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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 | $4,318 | $51,638-91.6% | $68,368-93.7% | $82,448-94.8% |
| Participation rate | 79.5% | 63.6%+15.9pp | 73.8%+5.7pp | 68.1%+11.4pp |
| Annual return | 11.81% | 37.53%-25.7pp | 292.57%-280.8pp | 41.64%-29.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,548 | $2,914-46.9% | $4,123-62.5% | $4,139-62.6% |
| Admin fee / account holder | $2,191 | $4,643-52.8% | $5,150-57.5% | $7,234-69.7% |