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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 | $31,638 | $91,198-65.3% | $178,503-82.3% | $79,856-60.4% |
| Participation rate | 72.1% | 69.2%+2.9pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 4.97% | 24.20%-19.2pp | 151.12%-146.1pp | 31.71%-26.7pp |
| Employer contribution / active EE | $71 | $3,257-97.8% | $5,011-98.6% | $2,471-97.1% |
| Participant deferral / active EE | $1,367 | $3,237-57.8% | $5,202-73.7% | $3,741-63.5% |
| Admin fee / account holder | $3,783 | $6,748-43.9% | $13,987-73.0% | $5,306-28.7% |