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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 | $14,701 | $58,311-74.8% | $81,882-82.0% | $80,959-81.8% |
| Participation rate | 97.6% | 63.5%+34.1pp | 72.4%+25.2pp | 67.7%+29.9pp |
| Annual return | 2.99% | 41.85%-38.9pp | 779.47%-776.5pp | 35.67%-32.7pp |
| Employer contribution / active EE | $244 | $2,347-89.6% | $2,916-91.6% | $2,757-91.2% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $880 | $4,752-81.5% | $7,360-88.0% | $6,925-87.3% |