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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 | $36,785 | $56,277-34.6% | $80,976-54.6% | $62,891-41.5% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 3.91% | 22.12%-18.2pp | 17.10%-13.2pp | 20.14%-16.2pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,714-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,729 | $4,195-58.8% | $5,696-69.6% | $3,203-46.0% |
| Admin fee / account holder | $2,221 | $3,741-40.6% | $5,516-59.7% | $4,296-48.3% |