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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 | $37,855 | $63,346-40.2% | $92,240-59.0% | $70,126-46.0% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 10.35% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,330 | $2,854-18.3% | $3,897-40.2% | $3,332-30.1% |
| Admin fee / account holder | $905 | $3,841-76.4% | $5,194-82.6% | $4,645-80.5% |