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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 | $21,286 | $53,063-59.9% | $124,206-82.9% | $82,637-74.2% |
| Participation rate | 78.4% | 58.4%+20.0pp | 69.6%+8.9pp | 68.1%+10.4pp |
| Annual return | 2.87% | 68.87%-66.0pp | 515.27%-512.4pp | 53.51%-50.6pp |
| Employer contribution / active EE | $106 | $1,530-93.1% | $3,540-97.0% | $2,552-95.8% |
| Participant deferral / active EE | $1,177 | $2,644-55.5% | $3,968-70.3% | $4,126-71.5% |
| Admin fee / account holder | $6,831 | $4,281+59.6% | $5,929+15.2% | $7,339-6.9% |