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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 | $34,678 | $110,410-68.6% | $102,437-66.1% | $145,897-76.2% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 8.43% | 24.85%-16.4pp | 24.95%-16.5pp | 552.29%-543.9pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,627 | $5,622-71.1% | $5,060-67.8% | $6,689-75.7% |
| Admin fee / account holder | $4,513 | $9,745-53.7% | $8,388-46.2% | $13,390-66.3% |