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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 | $49,381 | $80,812-38.9% | $160,784-69.3% | $82,448-40.1% |
| Participation rate | 79.6% | 66.2%+13.4pp | 77.0%+2.6pp | 68.1%+11.5pp |
| Annual return | 13.28% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $322 | $2,174-85.2% | $3,733-91.4% | $2,551-87.4% |
| Participant deferral / active EE | $2,403 | $4,335-44.6% | $6,293-61.8% | $4,139-41.9% |
| Admin fee / account holder | $3,854 | $7,695-49.9% | $9,717-60.3% | $7,234-46.7% |