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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 | $23,945 | $78,690-69.6% | $161,489-85.2% | $87,485-72.6% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 11.42% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | -$183 | $2,588-107.1% | $4,268-104.3% | $2,596-107.1% |
| Participant deferral / active EE | $3,146 | $3,311-5.0% | $5,630-44.1% | $4,274-26.4% |
| Admin fee / account holder | $480 | $6,724-92.9% | $16,006-97.0% | $7,775-93.8% |