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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 | $2,779 | $29,319-90.5% | $52,425-94.7% | $82,448-96.6% |
| Participation rate | 75.7% | 46.9%+28.8pp | 55.6%+20.1pp | 68.1%+7.6pp |
| Annual return | 5.73% | 535.20%-529.5pp | 302.12%-296.4pp | 41.64%-35.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,032 | $1,171-11.9% | $1,790-42.4% | $4,139-75.1% |
| Admin fee / account holder | $2,208 | $1,962+12.6% | $2,495-11.5% | $7,234-69.5% |