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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 | $11,355 | $81,276-86.0% | $155,574-92.7% | $80,925-86.0% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.7%+6.7pp |
| Annual return | 9.28% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,636 | $3,453-52.6% | $5,629-70.9% | $4,299-62.0% |
| Admin fee / account holder | $2,365 | $7,993-70.4% | $15,914-85.1% | $6,940-65.9% |