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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 | $14,121 | $27,936-49.5% | $58,561-75.9% | $75,173-81.2% |
| Participation rate | 79.3% | 38.8%+40.5pp | 50.9%+28.4pp | 67.2%+12.1pp |
| Annual return | 14.24% | 44.21%-30.0pp | 4251.33%-4237.1pp | 160.72%-146.5pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,291 | $1,202+7.4% | $1,923-32.9% | $4,126-68.7% |
| Admin fee / account holder | $448 | $1,727-74.1% | $2,520-82.2% | $5,651-92.1% |