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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 | $70,225 | $110,278-36.3% | $95,740-26.7% | $139,466-49.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 4.84% | 27.19%-22.4pp | 28.41%-23.6pp | 373.66%-368.8pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,836-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,114 | $4,674-33.4% | $4,244-26.6% | $6,712-53.6% |
| Admin fee / account holder | $3,092 | $6,613-53.2% | $5,676-45.5% | $11,409-72.9% |