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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 | $57,793 | $94,031-38.5% | $115,768-50.1% | $82,448-29.9% |
| Participation rate | 85.3% | 70.4%+14.9pp | 74.4%+10.9pp | 68.1%+17.2pp |
| Annual return | 8.87% | 20.61%-11.7pp | 100.46%-91.6pp | 41.64%-32.8pp |
| Employer contribution / active EE | $625 | $2,323-73.1% | $2,940-78.7% | $2,551-75.5% |
| Participant deferral / active EE | $3,475 | $3,972-12.5% | $4,917-29.3% | $4,139-16.0% |
| Admin fee / account holder | $26,814 | $10,249+161.6% | $12,439+115.6% | $7,234+270.7% |