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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 | $10,617 | $81,358-87.0% | $155,556-93.2% | $80,959-86.9% |
| Participation rate | 82.0% | 66.3%+15.7pp | 78.2%+3.7pp | 67.7%+14.3pp |
| Annual return | 9.44% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $80 | $3,106-97.4% | $4,675-98.3% | $2,757-97.1% |
| Participant deferral / active EE | $1,198 | $3,455-65.3% | $5,631-78.7% | $4,300-72.1% |
| Admin fee / account holder | $364 | $7,994-95.5% | $15,885-97.7% | $6,925-94.7% |