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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 | $19,052 | $54,757-65.2% | $90,304-78.9% | $72,975-73.9% |
| Participation rate | 97.0% | 65.2%+31.9pp | 73.3%+23.7pp | 69.5%+27.5pp |
| Annual return | 15.44% | 30.63%-15.2pp | 78.13%-62.7pp | 81.01%-65.6pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $889 | $2,887-69.2% | $3,885-77.1% | $3,608-75.4% |
| Admin fee / account holder | $1,173 | $3,973-70.5% | $5,354-78.1% | $5,124-77.1% |