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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 | $39,444 | $58,493-32.6% | $84,021-53.1% | $72,975-45.9% |
| Participation rate | 83.3% | 61.2%+22.1pp | 69.0%+14.3pp | 69.5%+13.8pp |
| Annual return | 0.51% | 28.93%-28.4pp | 71.32%-70.8pp | 81.01%-80.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,978 | $2,394-17.4% | $3,239-38.9% | $3,608-45.2% |
| Admin fee / account holder | $1,090 | $4,569-76.1% | $6,102-82.1% | $5,124-78.7% |