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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 | $52,028 | $52,306-0.5% | $69,779-25.4% | $62,881-17.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | -1.59% | 13.35%-14.9pp | 12.99%-14.6pp | 20.14%-21.7pp |
| Employer contribution / active EE | $270 | $1,799-85.0% | $2,338-88.4% | $2,281-88.2% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,993 | $3,691-18.9% | $4,381-31.7% | $4,296-30.3% |