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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 | $25,818 | $78,027-66.9% | $178,528-85.5% | $80,925-68.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 2.73% | 18.09%-15.4pp | 27.11%-24.4pp | 35.65%-32.9pp |
| Employer contribution / active EE | $415 | $2,281-81.8% | $3,950-89.5% | $2,756-84.9% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $598 | $7,168-91.7% | $10,419-94.3% | $6,940-91.4% |