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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 | $34,792 | $124,346-72.0% | $111,308-68.7% | $167,536-79.2% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 5.77% | 37.45%-31.7pp | 54.67%-48.9pp | 478.82%-473.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,400 | $5,182-53.7% | $4,487-46.5% | $6,342-62.2% |
| Admin fee / account holder | $1,038 | $10,621-90.2% | $7,965-87.0% | $12,315-91.6% |