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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 | $29,642 | $69,248-57.2% | $64,101-53.8% | $139,466-78.7% |
| Participation rate | 78.6% | 75.6%+3.0pp | 72.3%+6.3pp | 80.3%-1.8pp |
| Annual return | 4.48% | 45.95%-41.5pp | 33.72%-29.2pp | 373.66%-369.2pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,116 | $4,682-54.8% | $3,881-45.5% | $6,712-68.5% |
| Admin fee / account holder | $33,668 | $4,247+692.7% | $3,070+996.6% | $11,409+195.1% |