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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 | $9,453 | $56,060-83.1% | $76,002-87.6% | $80,874-88.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 9.70% | 20.54%-10.8pp | 360.07%-350.4pp | 35.62%-25.9pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,132 | $3,051-62.9% | $4,257-73.4% | $4,297-73.6% |
| Admin fee / account holder | $2,184 | $5,237-58.3% | $6,414-66.0% | $6,935-68.5% |