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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 | $38,957 | $68,880-43.4% | $120,580-67.7% | $80,959-51.9% |
| Participation rate | 88.9% | 61.7%+27.2pp | 72.0%+16.9pp | 67.7%+21.2pp |
| Annual return | 9.51% | 23.68%-14.2pp | 107.48%-98.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,470 | $3,191+102.8% | $4,995+29.5% | $4,300+50.5% |
| Admin fee / account holder | $33,911 | $5,785+486.2% | $9,418+260.0% | $6,925+389.7% |