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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 | $15,758 | $123,155-87.2% | $108,753-85.5% | $155,188-89.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 5.06% | 44.73%-39.7pp | 37.47%-32.4pp | 148.84%-143.8pp |
| Employer contribution / active EE | -$61 | $2,811-102.2% | $2,427-102.5% | $4,248-101.4% |
| Participant deferral / active EE | $2,333 | $4,623-49.5% | $4,115-43.3% | $6,531-64.3% |
| Admin fee / account holder | $5,662 | $12,126-53.3% | $10,320-45.1% | $14,480-60.9% |