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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 | $36,027 | $54,757-34.2% | $90,304-60.1% | $72,975-50.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 5.12% | 30.63%-25.5pp | 78.13%-73.0pp | 81.01%-75.9pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,180 | $2,887-24.5% | $3,885-43.9% | $3,608-39.6% |
| Admin fee / account holder | $3,907 | $3,973-1.7% | $5,354-27.0% | $5,124-23.7% |