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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 | $74,295 | $109,359-32.1% | $162,185-54.2% | $72,976+1.8% |
| Participation rate | 98.1% | 84.3%+13.9pp | 87.6%+10.6pp | 69.5%+28.6pp |
| Annual return | 2.31% | 25.46%-23.1pp | 115.61%-113.3pp | 81.02%-78.7pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,991 | $5,481-45.4% | $7,297-59.0% | $3,608-17.1% |
| Admin fee / account holder | $1,146 | $7,972-85.6% | $10,844-89.4% | $5,124-77.6% |