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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 | $34,496 | $69,248-50.2% | $64,101-46.2% | $139,466-75.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 8.72% | 45.95%-37.2pp | 33.72%-25.0pp | 373.66%-364.9pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,352 | $4,682-49.8% | $3,881-39.4% | $6,712-65.0% |
| Admin fee / account holder | $7,299 | $4,247+71.8% | $3,070+137.7% | $11,409-36.0% |