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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 | $28,391 | $48,364-41.3% | $71,796-60.5% | $62,881-54.8% |
| Participation rate | 70.5% | 60.6%+9.9pp | 69.1%+1.4pp | 69.3%+1.2pp |
| Annual return | 4.27% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,789 | $2,091+81.2% | $2,794+35.6% | $3,203+18.3% |
| Admin fee / account holder | $3,056 | $3,771-19.0% | $4,815-36.5% | $4,296-28.9% |