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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 | $14,956 | $81,358-81.6% | $155,556-90.4% | $80,959-81.5% |
| Participation rate | 88.2% | 66.3%+22.0pp | 78.2%+10.0pp | 67.7%+20.6pp |
| Annual return | 8.53% | 33.39%-24.9pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,192 | $3,455-65.5% | $5,631-78.8% | $4,300-72.3% |
| Admin fee / account holder | $1,430 | $7,994-82.1% | $15,885-91.0% | $6,925-79.3% |