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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 | $30,233 | $48,364-37.5% | $71,796-57.9% | $62,881-51.9% |
| Participation rate | 92.0% | 60.6%+31.4pp | 69.1%+22.9pp | 69.3%+22.7pp |
| Annual return | -0.47% | 13.16%-13.6pp | 78.04%-78.5pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,672 | $2,091-20.1% | $2,794-40.2% | $3,203-47.8% |
| Admin fee / account holder | $3,513 | $3,771-6.9% | $4,815-27.0% | $4,296-18.2% |