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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 | $29,717 | $65,395-54.6% | $182,540-83.7% | $72,975-59.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 5.95% | 27.68%-21.7pp | 148.58%-142.6pp | 81.01%-75.1pp |
| Employer contribution / active EE | $16 | $1,911-99.1% | $4,076-99.6% | $2,440-99.3% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,055 | $4,245+66.2% | $8,593-17.9% | $5,124+37.7% |