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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 | $32,342 | $109,344-70.4% | $89,400-63.8% | $158,950-79.7% |
| Participation rate | 93.8% | 74.3%+19.5pp | 68.0%+25.8pp | 82.0%+11.8pp |
| Annual return | 3.38% | 345.73%-342.3pp | 245.64%-242.3pp | 302.91%-299.5pp |
| Employer contribution / active EE | $0 | $3,170-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,058 | $4,599-11.8% | $3,890+4.3% | $5,983-32.2% |
| Admin fee / account holder | $5,490 | $6,154-10.8% | $4,882+12.5% | $11,248-51.2% |