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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 | $20,676 | $81,696-74.7% | $70,494-70.7% | $158,982-87.0% |
| Participation rate | 73.3% | 77.7%-4.4pp | 75.1%-1.7pp | 82.0%-8.6pp |
| Annual return | 2.33% | 208.70%-206.4pp | 109.16%-106.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,177 | $4,558-8.4% | $3,711+12.6% | $5,983-30.2% |
| Admin fee / account holder | $6,309 | $6,200+1.8% | $3,848+64.0% | $11,252-43.9% |