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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 | $19,543 | $77,638-74.8% | $156,551-87.5% | $62,881-68.9% |
| Participation rate | 86.5% | 71.2%+15.3pp | 84.0%+2.5pp | 69.3%+17.2pp |
| Annual return | 1.34% | 50.33%-49.0pp | 32.23%-30.9pp | 20.14%-18.8pp |
| Employer contribution / active EE | $117 | $3,444-96.6% | $5,501-97.9% | $2,281-94.9% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $400 | $5,561-92.8% | $13,028-96.9% | $4,296-90.7% |