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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 | $21,395 | $73,787-71.0% | $98,716-78.3% | $82,448-74.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 5.21% | 18.57%-13.4pp | 31.81%-26.6pp | 41.64%-36.4pp |
| Employer contribution / active EE | $221 | $1,511-85.4% | $2,279-90.3% | $2,551-91.4% |
| Participant deferral / active EE | $0 | $3,081-100.0% | $4,048-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,481 | $6,500-0.3% | $8,703-25.5% | $7,234-10.4% |