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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 | $46,636 | $52,380-11.0% | $98,864-52.8% | $85,851-45.7% |
| Participation rate | 93.8% | 58.0%+35.8pp | 65.7%+28.0pp | 69.3%+24.4pp |
| Annual return | 9.93% | 25.82%-15.9pp | 50.03%-40.1pp | 318.63%-308.7pp |
| Employer contribution / active EE | $0 | $1,337-100.0% | $2,070-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,156 | $2,101+50.2% | $3,037+3.9% | $3,952-20.1% |
| Admin fee / account holder | $47,832 | $3,865+1137.7% | $4,080+1072.5% | $6,261+664.0% |