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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 | $26,370 | $84,236-68.7% | $170,435-84.5% | $70,126-62.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $202 | $3,387-94.0% | $5,432-96.3% | $2,343-91.4% |
| Participant deferral / active EE | $872 | $3,086-71.7% | $4,939-82.3% | $3,332-73.8% |
| Admin fee / account holder | $1,022 | $5,698-82.1% | $13,881-92.6% | $4,645-78.0% |