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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 | $12,095 | $77,449-84.4% | $69,483-82.6% | $152,909-92.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.65% | 39.09%-34.4pp | 28.99%-24.3pp | 345.46%-340.8pp |
| Employer contribution / active EE | $30 | $3,316-99.1% | $2,780-98.9% | $4,764-99.4% |
| Participant deferral / active EE | $1,553 | $4,415-64.8% | $3,537-56.1% | $5,851-73.5% |
| Admin fee / account holder | $460 | $6,210-92.6% | $3,841-88.0% | $11,601-96.0% |