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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 | $25,149 | $63,342-60.3% | $92,236-72.7% | $70,131-64.1% |
| Participation rate | 81.1% | 68.7%+12.4pp | 76.5%+4.6pp | 69.5%+11.5pp |
| Annual return | 8.15% | 530.15%-522.0pp | 176.29%-168.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,679-88.2% | $2,342-81.5% |
| Participant deferral / active EE | $2,180 | $2,854-23.6% | $3,897-44.1% | $3,332-34.6% |
| Admin fee / account holder | $1,208 | $3,840-68.5% | $5,194-76.7% | $4,645-74.0% |