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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 | $20,324 | $58,258-65.1% | $81,820-75.2% | $80,925-74.9% |
| Participation rate | 78.8% | 63.5%+15.3pp | 72.4%+6.4pp | 67.7%+11.1pp |
| Annual return | 8.67% | 41.76%-33.1pp | 777.93%-769.3pp | 35.65%-27.0pp |
| Employer contribution / active EE | $41 | $2,345-98.3% | $2,915-98.6% | $2,756-98.5% |
| Participant deferral / active EE | $1,278 | $3,284-61.1% | $4,323-70.4% | $4,299-70.3% |
| Admin fee / account holder | $5,215 | $4,976+4.8% | $7,391-29.4% | $6,940-24.9% |