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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 | $56,116-62.1% | $135,768-84.3% | $86,983-75.5% |
| Participation rate | 78.4% | 60.1%+18.3pp | 71.1%+7.4pp | 69.5%+8.9pp |
| Annual return | 2.87% | 125.33%-122.5pp | 526.10%-523.2pp | 25.83%-23.0pp |
| Employer contribution / active EE | $106 | $1,528-93.1% | $3,394-96.9% | $2,584-95.9% |
| Participant deferral / active EE | $1,177 | $2,690-56.2% | $3,977-70.4% | $4,194-71.9% |
| Admin fee / account holder | $6,831 | $4,314+58.4% | $7,048-3.1% | $7,856-13.0% |