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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 | $47,421 | $107,363-55.8% | $92,909-49.0% | $152,897-69.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 1.83% | 145.63%-143.8pp | 109.44%-107.6pp | 345.43%-343.6pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,633 | $4,848-66.3% | $4,238-61.5% | $5,851-72.1% |
| Admin fee / account holder | $8,956 | $7,082+26.5% | $5,795+54.5% | $11,599-22.8% |