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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 | $9,104 | $58,311-84.4% | $81,882-88.9% | $80,959-88.8% |
| Participation rate | 74.3% | 63.5%+10.8pp | 72.4%+1.9pp | 67.7%+6.6pp |
| Annual return | 8.97% | 41.85%-32.9pp | 779.47%-770.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $212 | $2,347-91.0% | $2,916-92.7% | $2,757-92.3% |
| Participant deferral / active EE | $1,196 | $3,287-63.6% | $4,323-72.3% | $4,300-72.2% |
| Admin fee / account holder | $814 | $4,752-82.9% | $7,360-88.9% | $6,925-88.3% |