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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 | $42,020 | $56,110-25.1% | $94,993-55.8% | $70,126-40.1% |
| Participation rate | 86.7% | 65.0%+21.7pp | 73.9%+12.8pp | 69.5%+17.1pp |
| Annual return | 12.10% | 51.02%-38.9pp | 27.14%-15.0pp | 73.15%-61.0pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,642 | $2,391-31.3% | $3,317-50.5% | $3,332-50.7% |
| Admin fee / account holder | $1,472 | $3,456-57.4% | $4,960-70.3% | $4,645-68.3% |