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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 | $29,751 | $95,406-68.8% | $185,849-84.0% | $85,847-65.3% |
| Participation rate | 97.0% | 68.8%+28.2pp | 81.7%+15.3pp | 69.3%+27.7pp |
| Annual return | 10.47% | 23.59%-13.1pp | 122.10%-111.6pp | 318.61%-308.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,363 | $3,424+27.4% | $5,569-21.7% | $3,952+10.4% |
| Admin fee / account holder | $701 | $7,214-90.3% | $16,244-95.7% | $6,261-88.8% |