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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 | $11,698 | $29,736-60.7% | $56,033-79.1% | $80,935-85.5% |
| Participation rate | 85.4% | 41.7%+43.7pp | 52.5%+32.9pp | 67.7%+17.7pp |
| Annual return | 10.03% | 35.28%-25.2pp | 1711.38%-1701.4pp | 35.66%-25.6pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,002 | $1,228-18.4% | $1,954-48.7% | $4,299-76.7% |
| Admin fee / account holder | $587 | $2,434-75.9% | $2,827-79.3% | $6,924-91.5% |