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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 | $2,455 | $23,330-89.5% | $64,489-96.2% | $82,448-97.0% |
| Participation rate | 71.2% | 68.3%+2.9pp | 67.7%+3.5pp | 68.1%+3.1pp |
| Annual return | 8.99% | 83.66%-74.7pp | 55.03%-46.0pp | 41.64%-32.7pp |
| Employer contribution / active EE | $145 | $824-82.5% | $1,523-90.5% | $2,551-94.3% |
| Participant deferral / active EE | $824 | $1,707-51.7% | $2,778-70.3% | $4,139-80.1% |
| Admin fee / account holder | $847 | $2,946-71.3% | $4,260-80.1% | $7,234-88.3% |