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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 | $36,811 | $77,638-52.6% | $156,551-76.5% | $62,881-41.5% |
| Participation rate | 97.3% | 71.2%+26.1pp | 84.0%+13.3pp | 69.3%+28.0pp |
| Annual return | 4.32% | 50.33%-46.0pp | 32.23%-27.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,247 | $3,046+39.5% | $4,871-12.8% | $3,203+32.6% |
| Admin fee / account holder | $1,691 | $5,561-69.6% | $13,028-87.0% | $4,296-60.6% |