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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 | $37,463 | $48,364-22.5% | $71,796-47.8% | $62,881-40.4% |
| Participation rate | 70.2% | 60.6%+9.6pp | 69.1%+1.1pp | 69.3%+0.9pp |
| Annual return | 4.53% | 13.16%-8.6pp | 78.04%-73.5pp | 20.14%-15.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,363 | $2,091+60.8% | $2,794+20.4% | $3,203+5.0% |
| Admin fee / account holder | $1,486 | $3,771-60.6% | $4,815-69.1% | $4,296-65.4% |