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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 | $47,821 | $60,349-20.8% | $74,184-35.5% | $62,881-23.9% |
| Participation rate | 83.9% | 72.7%+11.1pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 0.57% | 21.38%-20.8pp | 17.74%-17.2pp | 20.14%-19.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,957 | $2,856-31.5% | $3,550-44.9% | $3,203-38.9% |
| Admin fee / account holder | $11,719 | $4,261+175.0% | $5,586+109.8% | $4,296+172.8% |