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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 | $10,713 | $39,132-72.6% | $57,196-81.3% | $62,881-83.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 0.91% | 9.24%-8.3pp | 14.59%-13.7pp | 20.14%-19.2pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,906 | $2,374+64.5% | $3,096+26.2% | $3,203+22.0% |
| Admin fee / account holder | $952 | $2,594-63.3% | $3,141-69.7% | $4,296-77.8% |