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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 | $10,667 | $57,575-81.5% | $124,067-91.4% | $86,983-87.7% |
| Participation rate | 88.0% | 62.3%+25.7pp | 66.9%+21.1pp | 69.5%+18.5pp |
| Annual return | 8.42% | 19.65%-11.2pp | 31.06%-22.6pp | 25.83%-17.4pp |
| Employer contribution / active EE | $232 | $1,615-85.6% | $2,166-89.3% | $2,584-91.0% |
| Participant deferral / active EE | $2,113 | $2,623-19.4% | $3,463-39.0% | $4,194-49.6% |
| Admin fee / account holder | $15,525 | $8,506+82.5% | $7,351+111.2% | $7,856+97.6% |