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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 | $3,820 | $23,330-83.6% | $64,489-94.1% | $82,448-95.4% |
| Participation rate | 70.1% | 68.3%+1.8pp | 67.7%+2.4pp | 68.1%+2.1pp |
| Annual return | 14.10% | 83.66%-69.6pp | 55.03%-40.9pp | 41.64%-27.5pp |
| Employer contribution / active EE | $176 | $824-78.7% | $1,523-88.5% | $2,551-93.1% |
| Participant deferral / active EE | $1,028 | $1,707-39.8% | $2,778-63.0% | $4,139-75.2% |
| Admin fee / account holder | $1,076 | $2,946-63.5% | $4,260-74.7% | $7,234-85.1% |