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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 | $38,743 | $95,415-59.4% | $185,851-79.2% | $85,851-54.9% |
| Participation rate | 82.1% | 68.8%+13.4pp | 81.7%+0.4pp | 69.3%+12.8pp |
| Annual return | 8.79% | 23.59%-14.8pp | 122.11%-113.3pp | 318.63%-309.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,419 | $3,424-0.2% | $5,569-38.6% | $3,952-13.5% |
| Admin fee / account holder | $1,019 | $7,215-85.9% | $16,245-93.7% | $6,261-83.7% |