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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 | $42,634 | $91,037-53.2% | $71,671-40.5% | $147,585-71.1% |
| Participation rate | 80.0% | 76.1%+3.9pp | 68.7%+11.3pp | 82.8%-2.8pp |
| Annual return | 7.83% | 20.48%-12.6pp | 20.65%-12.8pp | 578.57%-570.7pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,520 | $4,498-66.2% | $3,438-55.8% | $5,439-72.0% |
| Admin fee / account holder | $5,095 | $8,613-40.8% | $5,558-8.3% | $10,885-53.2% |