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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 | $55,162 | $58,828-6.2% | $78,002-29.3% | $62,881-12.3% |
| Participation rate | 98.1% | 71.1%+27.1pp | 75.5%+22.6pp | 69.3%+28.8pp |
| Annual return | 4.36% | 17.16%-12.8pp | 425.99%-421.6pp | 20.14%-15.8pp |
| Employer contribution / active EE | $169 | $1,672-89.9% | $2,470-93.2% | $2,281-92.6% |
| Participant deferral / active EE | $2,385 | $2,686-11.2% | $3,497-31.8% | $3,203-25.5% |
| Admin fee / account holder | $2,213 | $4,393-49.6% | $5,481-59.6% | $4,296-48.5% |