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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 | $27,455 | $78,670-65.1% | $109,173-74.9% | $85,847-68.0% |
| Participation rate | 89.7% | 68.3%+21.4pp | 75.9%+13.8pp | 69.3%+20.3pp |
| Annual return | 10.94% | 25.09%-14.1pp | 25.75%-14.8pp | 318.61%-307.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,325 | $3,467-32.9% | $4,654-50.0% | $3,952-41.2% |
| Admin fee / account holder | $1,020 | $5,469-81.4% | $6,755-84.9% | $6,261-83.7% |