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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 | $29,231 | $60,349-51.6% | $74,184-60.6% | $62,881-53.5% |
| Participation rate | 82.8% | 72.7%+10.0pp | 76.6%+6.1pp | 69.3%+13.5pp |
| Annual return | 2.58% | 21.38%-18.8pp | 17.74%-15.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,521 | $2,856-46.8% | $3,550-57.2% | $3,203-52.5% |
| Admin fee / account holder | $1,274 | $4,261-70.1% | $5,586-77.2% | $4,296-70.3% |