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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 | $8,554 | $25,014-65.8% | $69,632-87.7% | $80,959-89.4% |
| Participation rate | 80.0% | 64.2%+15.8pp | 66.4%+13.6pp | 67.7%+12.3pp |
| Annual return | 7.17% | 19.08%-11.9pp | 101.32%-94.2pp | 35.67%-28.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,750 | $1,840-4.9% | $2,889-39.4% | $4,300-59.3% |
| Admin fee / account holder | $12,950 | $2,491+419.9% | $4,695+175.8% | $6,925+87.0% |