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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 | $39,556 | $88,672-55.4% | $105,223-62.4% | $82,448-52.0% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 3.60% | 30.86%-27.3pp | 180.65%-177.0pp | 41.64%-38.0pp |
| Employer contribution / active EE | $556 | $3,048-81.8% | $3,689-84.9% | $2,551-78.2% |
| Participant deferral / active EE | $1,857 | $4,036-54.0% | $5,072-63.4% | $4,139-55.1% |
| Admin fee / account holder | $2,120 | $7,146-70.3% | $8,859-76.1% | $7,234-70.7% |