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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 | $55,902-83.1% | $76,030-87.6% | $80,959-88.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 9.70% | 20.59%-10.9pp | 361.54%-351.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,132 | $3,051-62.9% | $4,257-73.4% | $4,300-73.7% |
| Admin fee / account holder | $2,184 | $5,239-58.3% | $6,421-66.0% | $6,925-68.5% |