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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 | $51,630 | $60,349-14.4% | $74,184-30.4% | $62,881-17.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.18% | 21.38%-17.2pp | 17.74%-13.6pp | 20.14%-16.0pp |
| Employer contribution / active EE | $180 | $1,680-89.3% | $2,370-92.4% | $2,281-92.1% |
| Participant deferral / active EE | $1,787 | $2,856-37.4% | $3,550-49.6% | $3,203-44.2% |
| Admin fee / account holder | $1,738 | $4,261-59.2% | $5,586-68.9% | $4,296-59.5% |