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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% | $69,632-78.6% | $80,959-81.6% |
| Participation rate | 85.1% | 64.2%+20.9pp | 66.4%+18.7pp | 67.7%+17.4pp |
| Annual return | 9.14% | 19.08%-9.9pp | 101.32%-92.2pp | 35.67%-26.5pp |
| Employer contribution / active EE | $236 | $991-76.2% | $1,708-86.2% | $2,757-91.5% |
| Participant deferral / active EE | $2,315 | $1,840+25.8% | $2,889-19.9% | $4,300-46.2% |
| Admin fee / account holder | $5,683 | $2,491+128.1% | $4,695+21.0% | $6,925-17.9% |