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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 | $29,631 | $88,672-66.6% | $105,223-71.8% | $82,448-64.1% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 7.29% | 30.86%-23.6pp | 180.65%-173.4pp | 41.64%-34.3pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,250 | $4,036-19.5% | $5,072-35.9% | $4,139-21.5% |
| Admin fee / account holder | $45,486 | $7,146+536.5% | $8,859+413.5% | $7,234+528.7% |