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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 | $37,539 | $73,787-49.1% | $98,716-62.0% | $82,448-54.5% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.3%+9.0pp | 68.1%+10.2pp |
| Annual return | 8.32% | 18.57%-10.2pp | 31.81%-23.5pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,889 | $3,081-38.7% | $4,048-53.3% | $4,139-54.4% |
| Admin fee / account holder | $1,651 | $6,500-74.6% | $8,703-81.0% | $7,234-77.2% |