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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 | $28,102 | $89,367-68.6% | $141,191-80.1% | $72,975-61.5% |
| Participation rate | 89.7% | 75.1%+14.5pp | 82.5%+7.2pp | 69.5%+20.2pp |
| Annual return | 15.45% | 111.87%-96.4pp | 71.41%-56.0pp | 81.01%-65.6pp |
| Employer contribution / active EE | $371 | $3,115-88.1% | $4,736-92.2% | $2,440-84.8% |
| Participant deferral / active EE | $2,357 | $5,419-56.5% | $6,710-64.9% | $3,608-34.7% |
| Admin fee / account holder | $11,842 | $5,957+98.8% | $10,264+15.4% | $5,124+131.1% |