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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 | $51,105 | $67,411-24.2% | $91,004-43.8% | $70,126-27.1% |
| Participation rate | 93.1% | 71.4%+21.7pp | 75.6%+17.5pp | 69.5%+23.6pp |
| Annual return | 12.17% | -40.16%+52.3pp | 4.60%+7.6pp | 73.15%-61.0pp |
| Employer contribution / active EE | $204 | $1,786-88.6% | $2,456-91.7% | $2,343-91.3% |
| Participant deferral / active EE | $3,115 | $2,823+10.4% | $3,548-12.2% | $3,332-6.5% |
| Admin fee / account holder | $10,734 | $4,236+153.4% | $5,417+98.1% | $4,645+131.1% |