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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 | $26,041 | $51,638-49.6% | $68,368-61.9% | $82,448-68.4% |
| Participation rate | 80.8% | 63.6%+17.2pp | 73.8%+7.0pp | 68.1%+12.7pp |
| Annual return | 10.94% | 37.53%-26.6pp | 292.57%-281.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $188 | $2,047-90.8% | $2,649-92.9% | $2,551-92.6% |
| Participant deferral / active EE | $753 | $2,914-74.2% | $4,123-81.7% | $4,139-81.8% |
| Admin fee / account holder | $2,277 | $4,643-51.0% | $5,150-55.8% | $7,234-68.5% |