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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 | $25,436 | $78,672-67.7% | $109,163-76.7% | $85,856-70.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 10.73% | 25.09%-14.4pp | 25.75%-15.0pp | 318.58%-307.8pp |
| Employer contribution / active EE | $641 | $2,734-76.6% | $3,723-82.8% | $2,565-75.0% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,033 | $5,470-44.6% | $6,754-55.1% | $6,261-51.6% |