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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 | $13,437 | $48,078-72.1% | $78,676-82.9% | $62,881-78.6% |
| Participation rate | 84.0% | 65.2%+18.8pp | 73.6%+10.4pp | 69.3%+14.7pp |
| Annual return | 3.15% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,552 | $2,587-40.0% | $3,517-55.9% | $3,203-51.5% |
| Admin fee / account holder | $6,914 | $3,206+115.7% | $4,510+53.3% | $4,296+61.0% |