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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 | $13,692 | $50,082-72.7% | $93,406-85.3% | $79,858-82.9% |
| Participation rate | 71.4% | 60.9%+10.5pp | 66.8%+4.6pp | 69.6%+1.8pp |
| Annual return | 6.55% | 24.59%-18.0pp | 78.05%-71.5pp | 31.72%-25.2pp |
| Employer contribution / active EE | $192 | $1,303-85.3% | $2,075-90.7% | $2,471-92.2% |
| Participant deferral / active EE | $1,546 | $2,212-30.1% | $3,126-50.5% | $3,740-58.7% |
| Admin fee / account holder | $860 | $3,454-75.1% | $5,230-83.6% | $5,306-83.8% |