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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 | $49,170 | $100,911-51.3% | $90,440-45.6% | $158,966-69.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 0.71% | 1726.62%-1725.9pp | 1294.38%-1293.7pp | 302.95%-302.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,247 | $4,348-48.3% | $3,964-43.3% | $5,983-62.4% |
| Admin fee / account holder | $4,164 | $6,507-36.0% | $5,615-25.8% | $11,250-63.0% |