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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 | $54,304 | $65,367-16.9% | $92,915-41.6% | $72,976-25.6% |
| Participation rate | 87.7% | 68.3%+19.4pp | 76.0%+11.7pp | 69.5%+18.2pp |
| Annual return | 10.91% | 42.11%-31.2pp | 109.45%-98.5pp | 81.02%-70.1pp |
| Employer contribution / active EE | $231 | $2,594-91.1% | $3,653-93.7% | $2,440-90.5% |
| Participant deferral / active EE | $3,403 | $3,128+8.8% | $4,238-19.7% | $3,608-5.7% |
| Admin fee / account holder | $1,096 | $4,251-74.2% | $5,796-81.1% | $5,124-78.6% |