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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 | $27,061 | $65,961-59.0% | $180,320-85.0% | $94,015-71.2% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 9.89% | 14.27%-4.4pp | 778.54%-768.6pp | 17.84%-8.0pp |
| Employer contribution / active EE | $248 | $1,737-85.7% | $4,108-94.0% | $2,790-91.1% |
| Participant deferral / active EE | $1,573 | $3,003-47.6% | $4,304-63.5% | $4,249-63.0% |
| Admin fee / account holder | $7,052 | $4,901+43.9% | $10,000-29.5% | $8,951-21.2% |