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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 | $13,363 | $54,757-75.6% | $90,304-85.2% | $72,975-81.7% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.3%+4.5pp | 69.5%+8.3pp |
| Annual return | 15.59% | 30.63%-15.0pp | 78.13%-62.5pp | 81.01%-65.4pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,388 | $2,887-51.9% | $3,885-64.3% | $3,608-61.5% |
| Admin fee / account holder | $1,830 | $3,973-53.9% | $5,354-65.8% | $5,124-64.3% |