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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 | $36,933 | $76,834-51.9% | $108,359-65.9% | $87,485-57.8% |
| Participation rate | 87.7% | 61.7%+26.0pp | 70.1%+17.6pp | 68.9%+18.8pp |
| Annual return | 10.12% | 19.09%-9.0pp | 36.89%-26.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,472 | $3,100-20.3% | $4,137-40.2% | $4,274-42.2% |
| Admin fee / account holder | $61,257 | $6,537+837.1% | $9,741+528.9% | $7,775+687.9% |