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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 | $73,787-49.9% | $98,716-62.6% | $82,448-55.2% |
| Participation rate | 87.7% | 61.4%+26.3pp | 69.3%+18.4pp | 68.1%+19.6pp |
| Annual return | 10.12% | 18.57%-8.4pp | 31.81%-21.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,472 | $3,081-19.8% | $4,048-38.9% | $4,139-40.3% |
| Admin fee / account holder | $61,257 | $6,500+842.4% | $8,703+603.9% | $7,234+746.8% |