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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 | $31,168 | $100,147-68.9% | $81,286-61.7% | $145,877-78.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 2.20% | 34.44%-32.2pp | 24.80%-22.6pp | 551.28%-549.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,519 | $4,607+193.4% | $3,883+248.1% | $6,691+102.1% |
| Admin fee / account holder | $19,234 | $8,201+134.5% | $5,764+233.7% | $13,402+43.5% |