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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 | $36,740 | $89,364-58.9% | $141,177-74.0% | $72,983-49.7% |
| Participation rate | 91.3% | 75.1%+16.2pp | 82.5%+8.8pp | 69.5%+21.8pp |
| Annual return | 2.99% | 111.86%-108.9pp | 71.40%-68.4pp | 81.01%-78.0pp |
| Employer contribution / active EE | $452 | $3,115-85.5% | $4,736-90.5% | $2,440-81.5% |
| Participant deferral / active EE | $2,462 | $5,419-54.6% | $6,710-63.3% | $3,608-31.7% |
| Admin fee / account holder | $1,080 | $5,959-81.9% | $10,263-89.5% | $5,124-78.9% |