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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 | $15,843 | $108,882-85.4% | $96,754-83.6% | $154,746-89.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 2.95% | 98.39%-95.4pp | 82.04%-79.1pp | 172.34%-169.4pp |
| Employer contribution / active EE | $224 | $3,018-92.6% | $2,679-91.6% | $4,379-94.9% |
| Participant deferral / active EE | $2,331 | $5,323-56.2% | $4,758-51.0% | $6,730-65.4% |
| Admin fee / account holder | $2,407 | $10,200-76.4% | $8,905-73.0% | $14,365-83.2% |