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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 | $30,454 | $60,349-49.5% | $74,184-58.9% | $62,881-51.6% |
| Participation rate | 73.2% | 72.7%+0.5pp | 76.6%-3.4pp | 69.3%+3.9pp |
| Annual return | 3.36% | 21.38%-18.0pp | 17.74%-14.4pp | 20.14%-16.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,595 | $2,856-44.2% | $3,550-55.1% | $3,203-50.2% |
| Admin fee / account holder | $7,958 | $4,261+86.8% | $5,586+42.5% | $4,296+85.3% |