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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 | $81,331-86.9% | $155,534-93.2% | $80,935-86.9% |
| Participation rate | 82.0% | 66.3%+15.7pp | 78.2%+3.7pp | 67.7%+14.3pp |
| Annual return | 9.44% | 33.37%-23.9pp | 64.92%-55.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $80 | $3,105-97.4% | $4,675-98.3% | $2,757-97.1% |
| Participant deferral / active EE | $1,198 | $3,454-65.3% | $5,630-78.7% | $4,299-72.1% |
| Admin fee / account holder | $364 | $7,999-95.5% | $15,900-97.7% | $6,924-94.7% |