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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 | $26,656 | $60,139-55.7% | $90,461-70.5% | $79,856-66.6% |
| Participation rate | 90.6% | 65.0%+25.6pp | 72.7%+17.9pp | 69.6%+21.0pp |
| Annual return | 3.28% | 71.96%-68.7pp | 1294.76%-1291.5pp | 31.71%-28.4pp |
| Employer contribution / active EE | -$232 | $2,069-111.2% | $3,264-107.1% | $2,471-109.4% |
| Participant deferral / active EE | $933 | $2,939-68.3% | $3,964-76.5% | $3,741-75.1% |
| Admin fee / account holder | $423 | $3,978-89.4% | $5,617-92.5% | $5,306-92.0% |