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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 | $12,718 | $47,848-73.4% | $81,473-84.4% | $70,124-81.9% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 11.77% | 27.25%-15.5pp | 38.78%-27.0pp | 73.14%-61.4pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $881 | $2,453-64.1% | $3,537-75.1% | $3,332-73.6% |
| Admin fee / account holder | $637 | $3,145-79.8% | $4,561-86.0% | $4,645-86.3% |