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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 | $18,952 | $84,236-77.5% | $170,435-88.9% | $70,126-73.0% |
| Participation rate | 91.7% | 70.8%+20.8pp | 83.6%+8.1pp | 69.5%+22.1pp |
| Annual return | 4.30% | 23.06%-18.8pp | 205.94%-201.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,260 | $3,086-59.2% | $4,939-74.5% | $3,332-62.2% |
| Admin fee / account holder | $2,999 | $5,698-47.4% | $13,881-78.4% | $4,645-35.4% |