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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 | $48,417 | $100,139-51.7% | $85,187-43.2% | $145,884-66.8% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 0.93% | 84.15%-83.2pp | 66.67%-65.7pp | 551.85%-550.9pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,233 | $5,296-76.7% | $4,525-72.7% | $6,690-81.6% |
| Admin fee / account holder | $21,859 | $7,262+201.0% | $6,162+254.8% | $13,392+63.2% |