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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 | $19,713 | $45,087-56.3% | $69,483-71.6% | $72,976-73.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 4.88% | 22.67%-17.8pp | 28.99%-24.1pp | 81.02%-76.1pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,549 | $2,603+113.2% | $3,537+56.9% | $3,608+53.8% |
| Admin fee / account holder | $707 | $3,057-76.9% | $3,841-81.6% | $5,124-86.2% |