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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 | $26,648 | $91,198-70.8% | $178,503-85.1% | $79,856-66.6% |
| Participation rate | 79.3% | 69.2%+10.1pp | 81.9%-2.6pp | 69.6%+9.7pp |
| Annual return | 9.48% | 24.20%-14.7pp | 151.12%-141.6pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,684 | $3,237-48.0% | $5,202-67.6% | $3,741-55.0% |
| Admin fee / account holder | $2,894 | $6,748-57.1% | $13,987-79.3% | $5,306-45.5% |