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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 | $47,569 | $56,063-15.2% | $76,051-37.5% | $80,911-41.2% |
| Participation rate | 81.5% | 62.0%+19.4pp | 69.1%+12.4pp | 67.6%+13.8pp |
| Annual return | 9.36% | 20.54%-11.2pp | 360.42%-351.1pp | 35.63%-26.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,211 | $3,052-27.5% | $4,257-48.1% | $4,297-48.5% |
| Admin fee / account holder | $571 | $5,240-89.1% | $6,416-91.1% | $6,935-91.8% |