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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 | $24,283 | $54,757-55.7% | $90,300-73.1% | $72,983-66.7% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.07% | 30.63%-26.6pp | 78.11%-74.0pp | 81.01%-76.9pp |
| Employer contribution / active EE | $67 | $2,092-96.8% | $2,854-97.6% | $2,440-97.2% |
| Participant deferral / active EE | $2,568 | $2,887-11.0% | $3,884-33.9% | $3,608-28.8% |
| Admin fee / account holder | $1,046 | $3,972-73.7% | $5,353-80.5% | $5,124-79.6% |