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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 | $3,385 | $29,736-88.6% | $56,033-94.0% | $80,935-95.8% |
| Participation rate | 89.7% | 41.7%+48.0pp | 52.5%+37.2pp | 67.7%+22.0pp |
| Annual return | 9.66% | 35.28%-25.6pp | 1711.38%-1701.7pp | 35.66%-26.0pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,956 | $1,228+59.2% | $1,954+0.1% | $4,299-54.5% |
| Admin fee / account holder | $1,048 | $2,434-57.0% | $2,827-62.9% | $6,924-84.9% |