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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 | $16,212 | $91,198-82.2% | $178,503-90.9% | $79,856-79.7% |
| Participation rate | 97.3% | 69.2%+28.1pp | 81.9%+15.4pp | 69.6%+27.7pp |
| Annual return | 8.85% | 24.20%-15.4pp | 151.12%-142.3pp | 31.71%-22.9pp |
| Employer contribution / active EE | $310 | $3,257-90.5% | $5,011-93.8% | $2,471-87.4% |
| Participant deferral / active EE | $1,253 | $3,237-61.3% | $5,202-75.9% | $3,741-66.5% |
| Admin fee / account holder | $1,092 | $6,748-83.8% | $13,987-92.2% | $5,306-79.4% |