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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 | $102,429-66.4% | $147,096-76.6% | $80,925-57.5% |
| Participation rate | 95.1% | 75.9%+19.3pp | 82.2%+12.9pp | 67.7%+27.5pp |
| Annual return | 2.64% | 135.02%-132.4pp | 419.75%-417.1pp | 35.65%-33.0pp |
| Employer contribution / active EE | $241 | $3,716-93.5% | $4,936-95.1% | $2,756-91.2% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,086 | $7,957-73.8% | $13,005-84.0% | $6,940-69.9% |