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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 | $24,018 | $49,025-51.0% | $87,502-72.6% | $62,881-61.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 4.35% | 10.02%-5.7pp | 12.21%-7.9pp | 20.14%-15.8pp |
| Employer contribution / active EE | $18 | $1,372-98.7% | $2,550-99.3% | $2,281-99.2% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,015 | $4,065-25.8% | $4,221-28.6% | $4,296-29.8% |