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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 | $37,316 | $121,701-69.3% | $104,639-64.3% | $158,982-76.5% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | 1.99% | 465.72%-463.7pp | 340.67%-338.7pp | 302.99%-301.0pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,895 | $4,176-30.7% | $3,738-22.6% | $5,983-51.6% |
| Admin fee / account holder | $899 | $7,778-88.4% | $6,465-86.1% | $11,252-92.0% |