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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 | $15,827 | $37,446-57.7% | $77,513-79.6% | $79,852-80.2% |
| Participation rate | 76.0% | 41.5%+34.5pp | 54.2%+21.8pp | 69.6%+6.4pp |
| Annual return | 6.47% | 39.76%-33.3pp | 54.81%-48.3pp | 31.72%-25.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,052 | $1,261-16.6% | $1,861-43.5% | $3,740-71.9% |
| Admin fee / account holder | $2,627 | $2,506+4.8% | $2,859-8.1% | $5,306-50.5% |