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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 | $10,911 | $81,331-86.6% | $155,534-93.0% | $80,935-86.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.01% | 33.37%-24.4pp | 64.92%-55.9pp | 35.66%-26.6pp |
| Employer contribution / active EE | $173 | $3,105-94.4% | $4,675-96.3% | $2,757-93.7% |
| Participant deferral / active EE | $2,784 | $3,454-19.4% | $5,630-50.6% | $4,299-35.3% |
| Admin fee / account holder | $433 | $7,999-94.6% | $15,900-97.3% | $6,924-93.8% |