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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 | $11,838 | $81,276-85.4% | $155,574-92.4% | $80,925-85.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 5.38% | 33.36%-28.0pp | 64.87%-59.5pp | 35.65%-30.3pp |
| Employer contribution / active EE | $331 | $3,103-89.3% | $4,676-92.9% | $2,756-88.0% |
| Participant deferral / active EE | $1,647 | $3,453-52.3% | $5,629-70.7% | $4,299-61.7% |
| Admin fee / account holder | $444 | $7,993-94.4% | $15,914-97.2% | $6,940-93.6% |