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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 | $57,722 | $91,559-37.0% | $133,978-56.9% | $79,856-27.7% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.1pp |
| Annual return | 7.93% | 61.85%-53.9pp | 45.10%-37.2pp | 31.71%-23.8pp |
| Employer contribution / active EE | $487 | $2,384-79.6% | $3,919-87.6% | $2,471-80.3% |
| Participant deferral / active EE | $2,465 | $3,734-34.0% | $5,047-51.2% | $3,741-34.1% |
| Admin fee / account holder | $12,703 | $6,321+101.0% | $8,930+42.3% | $5,306+139.4% |