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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 | $9,517 | $55,902-83.0% | $76,030-87.5% | $80,959-88.2% |
| Participation rate | 74.0% | 62.1%+11.9pp | 69.1%+4.9pp | 67.7%+6.3pp |
| Annual return | 8.10% | 20.59%-12.5pp | 361.54%-353.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $167 | $1,867-91.0% | $2,688-93.8% | $2,757-93.9% |
| Participant deferral / active EE | $2,096 | $3,051-31.3% | $4,257-50.8% | $4,300-51.3% |
| Admin fee / account holder | $919 | $5,239-82.5% | $6,421-85.7% | $6,925-86.7% |