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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 | $21,326 | $115,917-81.6% | $100,535-78.8% | $158,982-86.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 2.96% | 34.80%-31.8pp | 30.90%-27.9pp | 302.99%-300.0pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,884 | $6,677-41.8% | $6,271-38.1% | $5,983-35.1% |
| Admin fee / account holder | $32,439 | $11,002+194.9% | $8,085+301.2% | $11,252+188.3% |