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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 | $25,683 | $46,534-44.8% | $64,097-59.9% | $75,177-65.8% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 6.71% | 26.07%-19.4pp | 33.75%-27.0pp | 160.75%-154.0pp |
| Employer contribution / active EE | $184 | $1,976-90.7% | $2,750-93.3% | $2,671-93.1% |
| Participant deferral / active EE | $1,286 | $2,835-54.6% | $3,881-66.9% | $4,126-68.8% |
| Admin fee / account holder | $938 | $2,957-68.3% | $3,070-69.5% | $5,651-83.4% |