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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 | $38,018 | $78,690-51.7% | $161,489-76.5% | $87,485-56.5% |
| Participation rate | 97.1% | 67.5%+29.6pp | 78.7%+18.4pp | 68.9%+28.1pp |
| Annual return | 7.40% | 32.74%-25.3pp | 89.72%-82.3pp | 26.06%-18.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,574 | $3,311+8.0% | $5,630-36.5% | $4,274-16.4% |
| Admin fee / account holder | $554 | $6,724-91.8% | $16,006-96.5% | $7,775-92.9% |