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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 | $24,114 | $93,598-74.2% | $135,974-82.3% | $75,173-67.9% |
| Participation rate | 95.9% | 75.2%+20.7pp | 81.9%+14.0pp | 67.2%+28.7pp |
| Annual return | 2.57% | 30.89%-28.3pp | 68.30%-65.7pp | 160.72%-158.2pp |
| Employer contribution / active EE | $433 | $3,538-87.8% | $4,859-91.1% | $2,671-83.8% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $386 | $6,978-94.5% | $10,767-96.4% | $5,651-93.2% |