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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 | $40,273 | $84,236-52.2% | $170,435-76.4% | $70,126-42.6% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 10.85% | 23.06%-12.2pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,978 | $3,086-3.5% | $4,939-39.7% | $3,332-10.6% |
| Admin fee / account holder | $1,425 | $5,698-75.0% | $13,881-89.7% | $4,645-69.3% |