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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 | $61,816-55.5% | $97,260-71.7% | $80,935-66.0% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.7%+10.7pp | 67.7%+15.7pp |
| Annual return | 8.65% | -558.73%+567.4pp | 75.54%-66.9pp | 35.66%-27.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,131 | $3,027-29.6% | $4,262-50.0% | $4,299-50.4% |
| Admin fee / account holder | $6,520 | $5,166+26.2% | $5,640+15.6% | $6,924-5.8% |