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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 | $17,789 | $49,255-63.9% | $70,494-74.8% | $79,856-77.7% |
| Participation rate | 98.3% | 69.2%+29.2pp | 75.1%+23.3pp | 69.6%+28.7pp |
| Annual return | 1.59% | 30.10%-28.5pp | 109.16%-107.6pp | 31.71%-30.1pp |
| Employer contribution / active EE | $345 | $2,100-83.6% | $2,738-87.4% | $2,471-86.0% |
| Participant deferral / active EE | $1,356 | $2,768-51.0% | $3,711-63.5% | $3,741-63.8% |
| Admin fee / account holder | $1,819 | $2,879-36.8% | $3,848-52.7% | $5,306-65.7% |