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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 | $26,205 | $49,976-47.6% | $66,674-60.7% | $82,637-68.3% |
| Participation rate | 95.5% | 63.1%+32.4pp | 73.7%+21.8pp | 68.1%+27.4pp |
| Annual return | 9.76% | 39.09%-29.3pp | 321.24%-311.5pp | 53.51%-43.7pp |
| Employer contribution / active EE | $193 | $1,988-90.3% | $2,620-92.6% | $2,552-92.4% |
| Participant deferral / active EE | $1,932 | $2,847-32.1% | $4,084-52.7% | $4,126-53.2% |
| Admin fee / account holder | $4,071 | $4,594-11.4% | $5,098-20.1% | $7,339-44.5% |