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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 | $33,271 | $69,248-52.0% | $64,101-48.1% | $139,466-76.1% |
| Participation rate | 95.8% | 75.6%+20.2pp | 72.3%+23.5pp | 80.3%+15.5pp |
| Annual return | 9.76% | 45.95%-36.2pp | 33.72%-24.0pp | 373.66%-363.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,230 | $4,682-73.7% | $3,881-68.3% | $6,712-81.7% |
| Admin fee / account holder | $2,086 | $4,247-50.9% | $3,070-32.1% | $11,409-81.7% |