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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 | $38,274 | $77,638-50.7% | $156,551-75.6% | $62,881-39.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.05% | 50.33%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $46 | $3,444-98.7% | $5,501-99.2% | $2,281-98.0% |
| Participant deferral / active EE | $4,123 | $3,046+35.4% | $4,871-15.4% | $3,203+28.7% |
| Admin fee / account holder | $2,731 | $5,561-50.9% | $13,028-79.0% | $4,296-36.4% |