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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 | $76,407-50.2% | $150,298-74.7% | $82,448-53.9% |
| Participation rate | 97.1% | 66.4%+30.7pp | 77.8%+19.3pp | 68.1%+29.0pp |
| Annual return | 7.40% | 39.99%-32.6pp | 62.79%-55.4pp | 41.64%-34.2pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,574 | $3,214+11.2% | $5,453-34.5% | $4,139-13.7% |
| Admin fee / account holder | $554 | $6,352-91.3% | $14,116-96.1% | $7,234-92.3% |