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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 | $45,225 | $132,634-65.9% | $115,768-60.9% | $137,256-67.1% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.4%+17.3pp | 80.0%+11.7pp |
| Annual return | 8.88% | 160.70%-151.8pp | 100.46%-91.6pp | 220.34%-211.5pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,996 | $5,619-28.9% | $4,917-18.7% | $6,407-37.6% |
| Admin fee / account holder | $9,611 | $15,028-36.0% | $12,439-22.7% | $12,270-21.7% |