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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 | $45,363 | $49,255-7.9% | $70,494-35.6% | $79,856-43.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 4.16% | 30.10%-25.9pp | 109.16%-105.0pp | 31.71%-27.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,152 | $2,768-58.4% | $3,711-69.0% | $3,741-69.2% |
| Admin fee / account holder | $2,568 | $2,879-10.8% | $3,848-33.3% | $5,306-51.6% |