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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 | $16,476 | $28,624-42.4% | $53,647-69.3% | $82,637-80.1% |
| Participation rate | 82.1% | 47.3%+34.9pp | 56.3%+25.9pp | 68.1%+14.1pp |
| Annual return | 13.31% | 664.98%-651.7pp | 358.33%-345.0pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,369 | $1,196+14.5% | $1,813-24.5% | $4,126-66.8% |
| Admin fee / account holder | $5,368 | $2,022+165.5% | $2,460+118.2% | $7,339-26.9% |