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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 | $14,637 | $69,118-78.8% | $53,647-72.7% | $138,895-89.5% |
| Participation rate | 91.7% | 64.0%+27.7pp | 56.3%+35.4pp | 79.9%+11.7pp |
| Annual return | 2.55% | 248.26%-245.7pp | 358.33%-355.8pp | 145.39%-142.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,738 | $2,274+64.4% | $1,813+106.1% | $6,396-41.6% |
| Admin fee / account holder | $2,032 | $2,724-25.4% | $2,460-17.4% | $12,562-83.8% |