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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 | $20,752 | $78,027-73.4% | $178,528-88.4% | $80,925-74.4% |
| Participation rate | 87.5% | 65.7%+21.8pp | 77.1%+10.4pp | 67.7%+19.8pp |
| Annual return | 10.49% | 18.09%-7.6pp | 27.11%-16.6pp | 35.65%-25.2pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,090 | $4,408-52.6% | $6,278-66.7% | $4,299-51.4% |
| Admin fee / account holder | $992 | $7,168-86.2% | $10,419-90.5% | $6,940-85.7% |