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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 | $20,739 | $58,391-64.5% | $76,667-72.9% | $72,976-71.6% |
| Participation rate | 95.9% | 67.4%+28.6pp | 72.1%+23.8pp | 69.5%+26.4pp |
| Annual return | 2.32% | 2306.65%-2304.3pp | 1166.74%-1164.4pp | 81.02%-78.7pp |
| Employer contribution / active EE | $128 | $1,787-92.8% | $2,303-94.4% | $2,440-94.7% |
| Participant deferral / active EE | $1,577 | $2,690-41.4% | $3,336-52.7% | $3,608-56.3% |
| Admin fee / account holder | $2,964 | $4,014-26.2% | $6,423-53.9% | $5,124-42.2% |