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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 | $15,281 | $81,331-81.2% | $155,534-90.2% | $80,935-81.1% |
| Participation rate | 71.4% | 66.3%+5.2pp | 78.2%-6.8pp | 67.7%+3.8pp |
| Annual return | 9.80% | 33.37%-23.6pp | 64.92%-55.1pp | 35.66%-25.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,420 | $3,454-29.9% | $5,630-57.0% | $4,299-43.7% |
| Admin fee / account holder | $3,581 | $7,999-55.2% | $15,900-77.5% | $6,924-48.3% |