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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 | $35,907 | $49,976-28.2% | $66,674-46.1% | $82,637-56.5% |
| Participation rate | 74.1% | 63.1%+11.0pp | 73.7%+0.4pp | 68.1%+6.0pp |
| Annual return | 13.37% | 39.09%-25.7pp | 321.24%-307.9pp | 53.51%-40.1pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,686 | $2,847+134.9% | $4,084+63.7% | $4,126+62.0% |
| Admin fee / account holder | $845 | $4,594-81.6% | $5,098-83.4% | $7,339-88.5% |