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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 | $48,178 | $70,435-31.6% | $96,575-50.1% | $85,856-43.9% |
| Participation rate | 84.7% | 61.8%+22.9pp | 69.8%+14.9pp | 69.3%+15.4pp |
| Annual return | 10.54% | 18.59%-8.1pp | 37.79%-27.2pp | 318.58%-308.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,789 | $2,894-3.6% | $3,849-27.5% | $3,952-29.4% |
| Admin fee / account holder | $11,190 | $4,997+123.9% | $6,182+81.0% | $6,261+78.7% |