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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 | $37,355 | $49,976-25.3% | $66,674-44.0% | $82,637-54.8% |
| Participation rate | 71.0% | 63.1%+7.9pp | 73.7%-2.7pp | 68.1%+2.9pp |
| Annual return | 9.69% | 39.09%-29.4pp | 321.24%-311.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,595 | $2,847+26.3% | $4,084-12.0% | $4,126-12.9% |
| Admin fee / account holder | $7,444 | $4,594+62.1% | $5,098+46.0% | $7,339+1.4% |