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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 | $56,716 | $84,236-32.7% | $170,435-66.7% | $70,126-19.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.85% | 23.06%-12.2pp | 205.94%-195.1pp | 73.15%-62.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,288 | $3,086+6.6% | $4,939-33.4% | $3,332-1.3% |
| Admin fee / account holder | $802 | $5,698-85.9% | $13,881-94.2% | $4,645-82.7% |