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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 | $59,175 | $68,398-13.5% | $94,664-37.5% | $75,173-21.3% |
| Participation rate | 92.3% | 76.1%+16.2pp | 80.8%+11.5pp | 67.2%+25.1pp |
| Annual return | 12.02% | 616.72%-604.7pp | 156.84%-144.8pp | 160.72%-148.7pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,471 | $6,537-46.9% | $7,417-53.2% | $4,126-15.9% |
| Admin fee / account holder | $2,536 | $5,324-52.4% | $7,222-64.9% | $5,651-55.1% |