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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 | $5,492 | $39,028-85.9% | $80,741-93.2% | $85,847-93.6% |
| Participation rate | 76.1% | 41.6%+34.5pp | 54.2%+21.9pp | 69.3%+6.8pp |
| Annual return | 9.19% | 26.31%-17.1pp | 87.30%-78.1pp | 318.61%-309.4pp |
| Employer contribution / active EE | $36 | $722-95.0% | $1,160-96.9% | $2,565-98.6% |
| Participant deferral / active EE | $580 | $1,326-56.3% | $2,145-73.0% | $3,952-85.3% |
| Admin fee / account holder | $1,358 | $2,429-44.1% | $3,380-59.8% | $6,261-78.3% |