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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 | $35,842 | $65,034-44.9% | $90,970-60.6% | $79,856-55.1% |
| Participation rate | 72.0% | 61.6%+10.4pp | 69.0%+3.0pp | 69.6%+2.4pp |
| Annual return | 8.45% | 30.45%-22.0pp | 134.60%-126.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,692 | $2,512-32.7% | $3,373-49.8% | $3,741-54.8% |
| Admin fee / account holder | $29,359 | $4,536+547.3% | $5,961+392.5% | $5,306+453.3% |