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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 | $39,819 | $45,050-11.6% | $63,018-36.8% | $70,126-43.2% |
| Participation rate | 89.2% | 69.5%+19.7pp | 74.8%+14.4pp | 69.5%+19.6pp |
| Annual return | 8.37% | 18.76%-10.4pp | 87.62%-79.3pp | 73.15%-64.8pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,268 | $2,466-8.0% | $3,330-31.9% | $3,332-31.9% |
| Admin fee / account holder | $41,410 | $2,834+1361.2% | $3,601+1050.1% | $4,645+791.4% |