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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 | $16,294 | $95,601-83.0% | $77,183-78.9% | $139,456-88.3% |
| Participation rate | 95.7% | 74.0%+21.7pp | 69.6%+26.1pp | 80.3%+15.3pp |
| Annual return | 6.23% | 54.96%-48.7pp | 37.89%-31.7pp | 373.45%-367.2pp |
| Employer contribution / active EE | $330 | $3,145-89.5% | $2,534-87.0% | $4,753-93.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $3,833-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,574 | $8,302-69.0% | $5,475-53.0% | $11,407-77.4% |