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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 | $28,480 | $98,760-71.2% | $149,715-81.0% | $79,858-64.3% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 3.30% | 27.43%-24.1pp | 276.66%-273.4pp | 31.72%-28.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,400 | $5,681-57.8% | $6,842-64.9% | $3,740-35.8% |
| Admin fee / account holder | $5,117 | $6,053-15.5% | $9,310-45.0% | $5,306-3.6% |