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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 | $21,559 | $85,171-74.7% | $172,753-87.5% | $72,976-70.5% |
| Participation rate | 88.6% | 70.1%+18.6pp | 82.6%+6.0pp | 69.5%+19.1pp |
| Annual return | 7.42% | 27.32%-19.9pp | 803.00%-795.6pp | 81.02%-73.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,365 | $3,260-58.1% | $5,198-73.7% | $3,608-62.2% |
| Admin fee / account holder | $1,578 | $5,880-73.2% | $13,956-88.7% | $5,124-69.2% |