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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 | $42,197 | $66,431-36.5% | $109,916-61.6% | $85,851-50.8% |
| Participation rate | 82.4% | 63.9%+18.5pp | 74.2%+8.1pp | 69.3%+13.0pp |
| Annual return | 8.96% | 19.59%-10.6pp | 29.46%-20.5pp | 318.63%-309.7pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,319 | $2,844-18.4% | $4,047-42.7% | $3,952-41.3% |
| Admin fee / account holder | $14,277 | $4,559+213.1% | $6,069+135.2% | $6,261+128.0% |