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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 | $12,470 | $110,337-88.7% | $102,383-87.8% | $145,877-91.5% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 0.04% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.2pp |
| Employer contribution / active EE | $678 | $4,216-83.9% | $3,870-82.5% | $4,663-85.5% |
| Participant deferral / active EE | $3,853 | $5,621-31.4% | $5,060-23.8% | $6,691-42.4% |
| Admin fee / account holder | $996 | $9,750-89.8% | $8,391-88.1% | $13,402-92.6% |