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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 | $57,167 | $102,393-44.2% | $147,041-61.1% | $80,911-29.3% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.6%+14.8pp |
| Annual return | 11.45% | 134.95%-123.5pp | 419.21%-407.8pp | 35.63%-24.2pp |
| Employer contribution / active EE | $647 | $3,715-82.6% | $4,935-86.9% | $2,756-76.5% |
| Participant deferral / active EE | $2,855 | $6,647-57.0% | $8,071-64.6% | $4,297-33.6% |
| Admin fee / account holder | $4,375 | $7,943-44.9% | $13,006-66.4% | $6,935-36.9% |