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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 | $45,417 | $123,793-63.3% | $177,848-74.5% | $79,856-43.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 4.75% | 22.82%-18.1pp | 48.33%-43.6pp | 31.71%-27.0pp |
| Employer contribution / active EE | $1,084 | $4,095-73.5% | $5,919-81.7% | $2,471-56.1% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,531 | $7,243-65.1% | $12,431-79.6% | $5,306-52.3% |