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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 | $9,553 | $77,814-87.7% | $158,223-94.0% | $86,983-89.0% |
| Participation rate | 75.9% | 68.4%+7.4pp | 79.2%-3.3pp | 69.5%+6.3pp |
| Annual return | 10.31% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,123 | $3,270-35.1% | $5,467-61.2% | $4,194-49.4% |
| Admin fee / account holder | $1,222 | $5,879-79.2% | $16,047-92.4% | $7,856-84.4% |