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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 | $54,122 | $81,208-33.4% | $98,920-45.3% | $79,856-32.2% |
| Participation rate | 89.4% | 72.5%+16.9pp | 76.0%+13.3pp | 69.6%+19.7pp |
| Annual return | 3.77% | 60.99%-57.2pp | 196.47%-192.7pp | 31.71%-27.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,907 | $3,265-41.6% | $4,245-55.1% | $3,741-49.0% |
| Admin fee / account holder | $681 | $6,013-88.7% | $6,643-89.7% | $5,306-87.2% |