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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 | $37,397 | $72,269-48.3% | $101,271-63.1% | $79,852-53.2% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -3.21% | 22.29%-25.5pp | 46.48%-49.7pp | 31.72%-34.9pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,955 | $3,282-10.0% | $4,371-32.4% | $3,740-21.0% |
| Admin fee / account holder | $864 | $4,401-80.4% | $5,948-85.5% | $5,306-83.7% |