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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 | $41,250 | $87,733-53.0% | $106,554-61.3% | $85,851-52.0% |
| Participation rate | 76.9% | 71.9%+5.0pp | 76.1%+0.8pp | 69.3%+7.6pp |
| Annual return | 10.11% | 21.86%-11.7pp | 26.80%-16.7pp | 318.63%-308.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,652 | $3,469+5.3% | $4,398-17.0% | $3,952-7.6% |
| Admin fee / account holder | $896 | $6,767-86.8% | $7,408-87.9% | $6,261-85.7% |