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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 | $44,528 | $78,690-43.4% | $161,489-72.4% | $87,485-49.1% |
| Participation rate | 91.2% | 67.5%+23.7pp | 78.7%+12.5pp | 68.9%+22.2pp |
| Annual return | 4.32% | 32.74%-28.4pp | 89.72%-85.4pp | 26.06%-21.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,477 | $3,311+35.2% | $5,630-20.5% | $4,274+4.8% |
| Admin fee / account holder | $26,461 | $6,724+293.6% | $16,006+65.3% | $7,775+240.3% |