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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 | $17,398 | $91,179-80.9% | $178,499-90.3% | $79,852-78.2% |
| Participation rate | 94.1% | 69.2%+24.9pp | 81.9%+12.2pp | 69.6%+24.5pp |
| Annual return | 6.61% | 24.19%-17.6pp | 151.10%-144.5pp | 31.72%-25.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,563 | $3,236-51.7% | $5,202-70.0% | $3,740-58.2% |
| Admin fee / account holder | $5,500 | $6,749-18.5% | $13,986-60.7% | $5,306+3.7% |