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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 | $32,269 | $64,324-49.8% | $118,914-72.9% | $79,856-59.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 9.71% | 86.45%-76.7pp | 35.89%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,729 | $2,824-3.3% | $4,266-36.0% | $3,741-27.0% |
| Admin fee / account holder | $2,006 | $4,040-50.3% | $6,582-69.5% | $5,306-62.2% |