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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 | $25,339 | $93,617-72.9% | $135,982-81.4% | $75,177-66.3% |
| Participation rate | 96.9% | 75.2%+21.7pp | 81.9%+15.0pp | 67.2%+29.7pp |
| Annual return | 0.02% | 30.89%-30.9pp | 68.32%-68.3pp | 160.75%-160.7pp |
| Employer contribution / active EE | $469 | $3,538-86.8% | $4,859-90.4% | $2,671-82.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $877 | $6,980-87.4% | $10,767-91.9% | $5,651-84.5% |