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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 | $18,046 | $84,236-78.6% | $170,435-89.4% | $70,126-74.3% |
| Participation rate | 75.5% | 70.8%+4.7pp | 83.6%-8.1pp | 69.5%+6.0pp |
| Annual return | 11.76% | 23.06%-11.3pp | 205.94%-194.2pp | 73.15%-61.4pp |
| Employer contribution / active EE | $209 | $3,387-93.8% | $5,432-96.2% | $2,343-91.1% |
| Participant deferral / active EE | $2,416 | $3,086-21.7% | $4,939-51.1% | $3,332-27.5% |
| Admin fee / account holder | $363 | $5,698-93.6% | $13,881-97.4% | $4,645-92.2% |