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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 | $34,380 | $102,422-66.4% | $147,117-76.6% | $80,959-57.5% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 2.64% | 135.16%-132.5pp | 420.54%-417.9pp | 35.67%-33.0pp |
| Employer contribution / active EE | $241 | $3,717-93.5% | $4,932-95.1% | $2,757-91.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,086 | $7,953-73.8% | $12,993-83.9% | $6,925-69.9% |