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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 | $17,868 | $77,901-77.1% | $149,717-88.1% | $75,181-76.2% |
| Participation rate | 85.5% | 65.6%+19.9pp | 78.8%+6.7pp | 67.2%+18.3pp |
| Annual return | 11.67% | 31.73%-20.1pp | 134.41%-122.7pp | 160.69%-149.0pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,545 | $3,411-54.7% | $5,682-72.8% | $4,126-62.6% |
| Admin fee / account holder | $2,038 | $5,949-65.7% | $13,213-84.6% | $5,650-63.9% |