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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 | $36,284 | $49,249-26.3% | $70,476-48.5% | $79,852-54.6% |
| Participation rate | 81.8% | 69.2%+12.7pp | 75.1%+6.8pp | 69.6%+12.2pp |
| Annual return | 4.50% | 30.09%-25.6pp | 109.12%-104.6pp | 31.72%-27.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,107 | $2,769+48.3% | $3,710+10.7% | $3,740+9.8% |
| Admin fee / account holder | $5,923 | $2,878+105.8% | $3,847+54.0% | $5,306+11.6% |