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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 | $18,150 | $37,446-51.5% | $77,552-76.6% | $79,856-77.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | -0.40% | 39.76%-40.2pp | 54.82%-55.2pp | 31.71%-32.1pp |
| Employer contribution / active EE | $47 | $637-92.6% | $987-95.2% | $2,471-98.1% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,741-100.0% |
| Admin fee / account holder | $506 | $2,506-79.8% | $2,859-82.3% | $5,306-90.5% |