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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 | $20,941 | $56,544-63.0% | $75,501-72.3% | $70,126-70.1% |
| Participation rate | 96.9% | 68.1%+28.8pp | 72.4%+24.5pp | 69.5%+27.3pp |
| Annual return | 9.18% | 23.59%-14.4pp | 27.35%-18.2pp | 73.15%-64.0pp |
| Employer contribution / active EE | $313 | $1,817-82.8% | $2,352-86.7% | $2,343-86.7% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,788 | $3,827-53.3% | $5,801-69.2% | $4,645-61.5% |