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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 | $22,091 | $53,774-58.9% | $134,162-83.5% | $79,852-72.3% |
| Participation rate | 83.1% | 58.8%+24.3pp | 72.2%+10.9pp | 69.6%+13.5pp |
| Annual return | 2.92% | 19.01%-16.1pp | 36.35%-33.4pp | 31.72%-28.8pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,016 | $2,420-16.7% | $3,500-42.4% | $3,740-46.1% |
| Admin fee / account holder | $3,042 | $3,985-23.7% | $6,685-54.5% | $5,306-42.7% |