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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 | $19,966 | $90,486-77.9% | $78,676-74.6% | $273,972-92.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.57% | 75.62%-75.1pp | 62.19%-61.6pp | 41.46%-40.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $677 | $3,901-82.6% | $3,517-80.8% | $5,287-87.2% |
| Admin fee / account holder | $1,954 | $5,263-62.9% | $4,510-56.7% | $10,133-80.7% |