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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 | $41,091 | $83,826-51.0% | - | $147,585-72.2% |
| Participation rate | 100.0% | 69.4%+30.6pp | - | 82.8%+17.2pp |
| Annual return | 8.52% | 26.57%-18.1pp | - | 578.57%-570.1pp |
| Employer contribution / active EE | $79 | $3,042-97.4% | - | $4,876-98.4% |
| Participant deferral / active EE | $0 | $3,987-100.0% | - | $5,439-100.0% |
| Admin fee / account holder | $985 | $6,071-83.8% | - | $10,885-91.0% |