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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 | $16,478 | $85,171-80.7% | $172,752-90.5% | $72,975-77.4% |
| Participation rate | 95.5% | 70.1%+25.4pp | 82.6%+12.8pp | 69.5%+26.0pp |
| Annual return | 4.79% | 27.32%-22.5pp | 802.97%-798.2pp | 81.01%-76.2pp |
| Employer contribution / active EE | -$33 | $3,324-101.0% | $5,144-100.6% | $2,440-101.4% |
| Participant deferral / active EE | $1,906 | $3,260-41.5% | $5,198-63.3% | $3,608-47.2% |
| Admin fee / account holder | $675 | $5,880-88.5% | $13,955-95.2% | $5,124-86.8% |