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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 | $12,647 | $58,627-78.4% | $76,735-83.5% | $82,448-84.7% |
| Participation rate | 76.6% | 63.2%+13.4pp | 69.5%+7.1pp | 68.1%+8.5pp |
| Annual return | 12.23% | 39.10%-26.9pp | 29.77%-17.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $109 | $1,729-93.7% | $2,454-95.6% | $2,551-95.7% |
| Participant deferral / active EE | $2,358 | $3,134-24.7% | $4,088-42.3% | $4,139-43.0% |
| Admin fee / account holder | $2,037 | $5,323-61.7% | $7,189-71.7% | $7,234-71.8% |