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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 | $44,315 | $55,902-20.7% | $76,030-41.7% | $80,959-45.3% |
| Participation rate | 82.9% | 62.1%+20.8pp | 69.1%+13.8pp | 67.7%+15.2pp |
| Annual return | 7.11% | 20.59%-13.5pp | 361.54%-354.4pp | 35.67%-28.6pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,100 | $3,051-31.2% | $4,257-50.7% | $4,300-51.2% |
| Admin fee / account holder | $2,973 | $5,239-43.3% | $6,421-53.7% | $6,925-57.1% |