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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 | $14,915 | $25,014-40.4% | $69,701-78.6% | $80,874-81.6% |
| Participation rate | 85.1% | 64.2%+20.9pp | 66.4%+18.7pp | 67.6%+17.5pp |
| Annual return | 9.14% | 19.07%-9.9pp | 100.32%-91.2pp | 35.62%-26.5pp |
| Employer contribution / active EE | $236 | $993-76.3% | $1,713-86.2% | $2,756-91.4% |
| Participant deferral / active EE | $2,315 | $1,839+25.9% | $2,887-19.8% | $4,297-46.1% |
| Admin fee / account holder | $5,683 | $2,488+128.4% | $4,717+20.5% | $6,935-18.1% |