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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 | $40,671 | $84,236-51.7% | $170,435-76.1% | $70,126-42.0% |
| Participation rate | 98.3% | 70.8%+27.5pp | 83.6%+14.7pp | 69.5%+28.8pp |
| Annual return | 11.05% | 23.06%-12.0pp | 205.94%-194.9pp | 73.15%-62.1pp |
| Employer contribution / active EE | -$1 | $3,387-100.0% | $5,432-100.0% | $2,343-100.1% |
| Participant deferral / active EE | $4,130 | $3,086+33.9% | $4,939-16.4% | $3,332+24.0% |
| Admin fee / account holder | $815 | $5,698-85.7% | $13,881-94.1% | $4,645-82.5% |