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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 | $2,848 | $51,638-94.5% | $68,368-95.8% | $82,448-96.5% |
| Participation rate | 87.7% | 63.6%+24.1pp | 73.8%+14.0pp | 68.1%+19.7pp |
| Annual return | 12.48% | 37.53%-25.1pp | 292.57%-280.1pp | 41.64%-29.2pp |
| Employer contribution / active EE | $215 | $2,047-89.5% | $2,649-91.9% | $2,551-91.6% |
| Participant deferral / active EE | $555 | $2,914-81.0% | $4,123-86.5% | $4,139-86.6% |
| Admin fee / account holder | $2,107 | $4,643-54.6% | $5,150-59.1% | $7,234-70.9% |