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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 | $23,130 | $84,236-72.5% | $170,435-86.4% | $70,126-67.0% |
| Participation rate | 70.4% | 70.8%-0.5pp | 83.6%-13.2pp | 69.5%+0.8pp |
| Annual return | 10.31% | 23.06%-12.8pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,515 | $3,086-18.5% | $4,939-49.1% | $3,332-24.5% |
| Admin fee / account holder | $1,799 | $5,698-68.4% | $13,881-87.0% | $4,645-61.3% |