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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 | $28,569 | $85,171-66.5% | $172,753-83.5% | $72,976-60.9% |
| Participation rate | 70.8% | 70.1%+0.8pp | 82.6%-11.8pp | 69.5%+1.3pp |
| Annual return | 15.80% | 27.32%-11.5pp | 803.00%-787.2pp | 81.02%-65.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,048 | $3,260-37.2% | $5,198-60.6% | $3,608-43.2% |
| Admin fee / account holder | $1,584 | $5,880-73.1% | $13,956-88.7% | $5,124-69.1% |