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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 | $27,511 | $61,755-55.5% | $97,161-71.7% | $80,911-66.0% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.7%+10.6pp | 67.6%+15.7pp |
| Annual return | 8.65% | -557.90%+566.6pp | 75.36%-66.7pp | 35.63%-27.0pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,131 | $3,026-29.6% | $4,265-50.0% | $4,297-50.4% |
| Admin fee / account holder | $6,520 | $5,166+26.2% | $5,647+15.5% | $6,935-6.0% |