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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 | $21,182 | $51,638-59.0% | $129,406-83.6% | $80,959-73.8% |
| Participation rate | 78.3% | 56.9%+21.3pp | 69.6%+8.6pp | 67.7%+10.6pp |
| Annual return | 10.58% | 20.78%-10.2pp | 9468.18%-9457.6pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,769 | $2,670+3.7% | $4,167-33.6% | $4,300-35.6% |
| Admin fee / account holder | $977 | $4,313-77.3% | $7,689-87.3% | $6,925-85.9% |