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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 | $22,323 | $84,236-73.5% | $170,435-86.9% | $70,126-68.2% |
| Participation rate | 72.3% | 70.8%+1.5pp | 83.6%-11.3pp | 69.5%+2.8pp |
| Annual return | 9.99% | 23.06%-13.1pp | 205.94%-195.9pp | 73.15%-63.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,720 | $3,086-44.3% | $4,939-65.2% | $3,332-48.4% |
| Admin fee / account holder | $3,964 | $5,698-30.4% | $13,881-71.4% | $4,645-14.7% |