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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 | $14,166 | $39,132-63.8% | $57,196-75.2% | $62,881-77.5% |
| Participation rate | 96.6% | 70.5%+26.1pp | 75.3%+21.2pp | 69.3%+27.2pp |
| Annual return | 0.21% | 9.24%-9.0pp | 14.59%-14.4pp | 20.14%-19.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,808 | $2,374+144.6% | $3,096+87.6% | $3,203+81.3% |
| Admin fee / account holder | $1,139 | $2,594-56.1% | $3,141-63.7% | $4,296-73.5% |