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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 | $32,459 | $48,314-32.8% | $67,561-52.0% | $80,925-59.9% |
| Participation rate | 95.7% | 66.4%+29.3pp | 72.9%+22.7pp | 67.7%+28.0pp |
| Annual return | 9.33% | 18.28%-8.9pp | 3525.44%-3516.1pp | 35.65%-26.3pp |
| Employer contribution / active EE | $69 | $2,022-96.6% | $2,735-97.5% | $2,756-97.5% |
| Participant deferral / active EE | $1,376 | $2,927-53.0% | $4,003-65.6% | $4,299-68.0% |
| Admin fee / account holder | $3,081 | $3,690-16.5% | $4,006-23.1% | $6,940-55.6% |