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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 | $16,744 | $85,206-80.3% | $172,745-90.3% | $72,986-77.1% |
| Participation rate | 81.3% | 70.1%+11.2pp | 82.6%-1.4pp | 69.5%+11.8pp |
| Annual return | 1.98% | 27.32%-25.3pp | 802.90%-800.9pp | 81.01%-79.0pp |
| Employer contribution / active EE | $356 | $3,325-89.3% | $5,144-93.1% | $2,440-85.4% |
| Participant deferral / active EE | $1,343 | $3,260-58.8% | $5,197-74.2% | $3,607-62.8% |
| Admin fee / account holder | $2,592 | $5,883-55.9% | $13,954-81.4% | $5,124-49.4% |