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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 | $51,093 | $59,332-13.9% | $90,223-43.4% | $59,633-14.3% |
| Participation rate | 95.1% | 71.9%+23.2pp | 79.0%+16.1pp | 68.7%+26.5pp |
| Annual return | -5.39% | 3.25%-8.6pp | 1.31%-6.7pp | 2041.45%-2046.8pp |
| Employer contribution / active EE | $488 | $3,031-83.9% | $4,378-88.9% | $2,203-77.9% |
| Participant deferral / active EE | $2,170 | $4,369-50.3% | $5,792-62.5% | $3,192-32.0% |
| Admin fee / account holder | $959 | $5,032-80.9% | $7,406-87.1% | $4,297-77.7% |