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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 | $28,146 | $76,551-63.2% | $123,894-77.3% | $62,881-55.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -0.33% | 18.68%-19.0pp | 47.52%-47.8pp | 20.14%-20.5pp |
| Employer contribution / active EE | -$438 | $2,882-115.2% | $4,617-109.5% | $2,281-119.2% |
| Participant deferral / active EE | $2,816 | $4,840-41.8% | $5,984-52.9% | $3,203-12.1% |
| Admin fee / account holder | $2,279 | $4,826-52.8% | $8,357-72.7% | $4,296-46.9% |