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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 | $22,509 | $81,276-72.3% | $155,574-85.5% | $80,925-72.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.49% | 33.36%-26.9pp | 64.87%-58.4pp | 35.65%-29.2pp |
| Employer contribution / active EE | $163 | $3,103-94.8% | $4,676-96.5% | $2,756-94.1% |
| Participant deferral / active EE | $1,167 | $3,453-66.2% | $5,629-79.3% | $4,299-72.9% |
| Admin fee / account holder | $2,612 | $7,993-67.3% | $15,914-83.6% | $6,940-62.4% |