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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 | $31,537 | $88,672-64.4% | $105,223-70.0% | $82,448-61.7% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 8.05% | 30.86%-22.8pp | 180.65%-172.6pp | 41.64%-33.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,446 | $4,036-39.4% | $5,072-51.8% | $4,139-40.9% |
| Admin fee / account holder | $440 | $7,146-93.8% | $8,859-95.0% | $7,234-93.9% |