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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 | $33,769 | $69,252-51.2% | $64,099-47.3% | $139,456-75.8% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 7.38% | 45.89%-38.5pp | 33.70%-26.3pp | 373.45%-366.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $908 | $4,683-80.6% | $3,881-76.6% | $6,711-86.5% |
| Admin fee / account holder | $804 | $4,248-81.1% | $3,070-73.8% | $11,407-93.0% |