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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 | $61,386 | $71,215-13.8% | $93,696-34.5% | $80,935-24.2% |
| Participation rate | 71.9% | 60.4%+11.5pp | 68.7%+3.2pp | 67.7%+4.2pp |
| Annual return | 9.23% | 11.27%-2.0pp | 133.74%-124.5pp | 35.66%-26.4pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,613 | $4,037-60.0% | $4,417-63.5% | $4,299-62.5% |
| Admin fee / account holder | $3,519 | $6,958-49.4% | $8,287-57.5% | $6,924-49.2% |