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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 | $10,499 | $75,541-86.1% | $152,093-93.1% | $82,637-87.3% |
| Participation rate | 75.3% | 66.5%+8.8pp | 77.8%-2.4pp | 68.1%+7.3pp |
| Annual return | 12.73% | 32.56%-19.8pp | 66.36%-53.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $61 | $2,622-97.7% | $4,175-98.5% | $2,552-97.6% |
| Participant deferral / active EE | $2,090 | $3,206-34.8% | $5,451-61.7% | $4,126-49.3% |
| Admin fee / account holder | $2,458 | $6,405-61.6% | $14,497-83.0% | $7,339-66.5% |