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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 | $67,147 | $91,179-26.4% | $178,499-62.4% | $79,852-15.9% |
| Participation rate | 81.5% | 69.2%+12.3pp | 81.9%-0.4pp | 69.6%+11.8pp |
| Annual return | 2.82% | 24.19%-21.4pp | 151.10%-148.3pp | 31.72%-28.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $8,411 | $3,236+159.9% | $5,202+61.7% | $3,740+124.9% |
| Admin fee / account holder | $1,100 | $6,749-83.7% | $13,986-92.1% | $5,306-79.3% |