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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 | $49,988 | $153,311-67.4% | $109,313-54.3% | $273,972-81.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.47% | 29.86%-29.4pp | 22.07%-21.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,756 | $3,932+199.0% | $3,166+271.3% | $5,287+122.3% |
| Admin fee / account holder | $398 | $8,076-95.1% | $5,666-93.0% | $10,133-96.1% |