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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 | $89,259-66.8% | $107,187-72.4% | $82,637-64.1% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.6pp |
| Annual return | 7.29% | 21.02%-13.7pp | 204.55%-197.3pp | 53.51%-46.2pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,250 | $4,037-19.5% | $5,096-36.2% | $4,126-21.2% |
| Admin fee / account holder | $45,486 | $7,381+516.2% | $9,162+396.4% | $7,339+519.8% |