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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 | $41,387 | $117,904-64.9% | $102,457-59.6% | $145,978-71.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.06% | 31.80%-23.7pp | 29.41%-21.4pp | 550.52%-542.5pp |
| Employer contribution / active EE | $0 | $3,613-100.0% | $3,022-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,185 | $5,733-44.4% | $5,054-37.0% | $6,690-52.4% |
| Admin fee / account holder | $12,389 | $13,329-7.1% | $9,451+31.1% | $13,400-7.5% |