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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 | $19,710 | $79,449-75.2% | $189,575-89.6% | $85,847-77.0% |
| Participation rate | 79.2% | 66.0%+13.2pp | 78.4%+0.7pp | 69.3%+9.8pp |
| Annual return | 10.64% | 18.45%-7.8pp | 64.19%-53.6pp | 318.61%-308.0pp |
| Employer contribution / active EE | $264 | $2,081-87.3% | $4,412-94.0% | $2,565-89.7% |
| Participant deferral / active EE | $2,645 | $4,051-34.7% | $6,174-57.2% | $3,952-33.1% |
| Admin fee / account holder | $900 | $5,377-83.3% | $9,806-90.8% | $6,261-85.6% |