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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 | $36,898 | $70,684-47.8% | $169,390-78.2% | $75,173-50.9% |
| Participation rate | 70.5% | 64.8%+5.7pp | 77.2%-6.7pp | 67.2%+3.3pp |
| Annual return | 13.07% | 36.38%-23.3pp | 406.07%-393.0pp | 160.72%-147.6pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,599 | $4,310+6.7% | $6,222-26.1% | $4,126+11.4% |
| Admin fee / account holder | $4,473 | $5,404-17.2% | $9,015-50.4% | $5,651-20.8% |