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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 | $24,111 | $56,287-57.2% | $80,977-70.2% | $62,881-61.7% |
| Participation rate | 78.7% | 68.9%+9.7pp | 75.8%+2.8pp | 69.3%+9.3pp |
| Annual return | 4.13% | 22.13%-18.0pp | 17.11%-13.0pp | 20.14%-16.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,753 | $4,196-58.2% | $5,696-69.2% | $3,203-45.3% |
| Admin fee / account holder | $1,531 | $3,742-59.1% | $5,517-72.3% | $4,296-64.4% |