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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 | $48,173 | $83,337-42.2% | $67,834-29.0% | $273,972-82.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 1.82% | 259.45%-257.6pp | 138.47%-136.7pp | 41.46%-39.6pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,010 | $4,088-1.9% | $3,160+26.9% | $5,287-24.2% |
| Admin fee / account holder | $1,725 | $6,752-74.5% | $4,622-62.7% | $10,133-83.0% |