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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 | $22,095 | $53,128-58.4% | $86,582-74.5% | $70,126-68.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 11.88% | 27.66%-15.8pp | 965.08%-953.2pp | 73.15%-61.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,751 | $2,695-35.0% | $3,609-51.5% | $3,332-47.4% |
| Admin fee / account holder | $2,223 | $3,584-38.0% | $4,904-54.7% | $4,645-52.1% |