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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 | $17,048 | $77,901-78.1% | $149,717-88.6% | $75,181-77.3% |
| Participation rate | 93.3% | 65.6%+27.8pp | 78.8%+14.6pp | 67.2%+26.1pp |
| Annual return | 3.16% | 31.73%-28.6pp | 134.41%-131.2pp | 160.69%-157.5pp |
| Employer contribution / active EE | $138 | $3,137-95.6% | $4,820-97.1% | $2,671-94.8% |
| Participant deferral / active EE | $1,510 | $3,411-55.7% | $5,682-73.4% | $4,126-63.4% |
| Admin fee / account holder | $3,377 | $5,949-43.2% | $13,213-74.4% | $5,650-40.2% |