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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 | $10,212 | $48,337-78.9% | $67,560-84.9% | $80,959-87.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 8.47% | 18.26%-9.8pp | 3533.50%-3525.0pp | 35.67%-27.2pp |
| Employer contribution / active EE | $252 | $2,023-87.5% | $2,737-90.8% | $2,757-90.8% |
| Participant deferral / active EE | $1,222 | $2,928-58.3% | $4,004-69.5% | $4,300-71.6% |
| Admin fee / account holder | $456 | $3,695-87.7% | $3,994-88.6% | $6,925-93.4% |