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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 | $18,448 | $45,087-59.1% | $69,483-73.5% | $72,976-74.7% |
| Participation rate | 77.8% | 68.5%+9.3pp | 74.6%+3.2pp | 69.5%+8.3pp |
| Annual return | 4.55% | 22.67%-18.1pp | 28.99%-24.4pp | 81.02%-76.5pp |
| Employer contribution / active EE | $196 | $2,055-90.4% | $2,780-92.9% | $2,440-92.0% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,283 | $3,057+7.4% | $3,841-14.5% | $5,124-35.9% |