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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 | $47,569 | $55,889-14.9% | $76,119-37.5% | $80,935-41.2% |
| Participation rate | 81.5% | 62.1%+19.4pp | 69.1%+12.4pp | 67.7%+13.8pp |
| Annual return | 9.36% | 20.58%-11.2pp | 361.25%-351.9pp | 35.66%-26.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,211 | $3,051-27.5% | $4,259-48.1% | $4,299-48.6% |
| Admin fee / account holder | $571 | $5,241-89.1% | $6,421-91.1% | $6,924-91.7% |