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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 | $12,619 | $72,071-82.5% | $68,368-81.5% | $137,256-90.8% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 9.02% | 353.14%-344.1pp | 292.57%-283.6pp | 220.34%-211.3pp |
| Employer contribution / active EE | $165 | $2,788-94.1% | $2,649-93.8% | $4,156-96.0% |
| Participant deferral / active EE | $3,233 | $4,410-26.7% | $4,123-21.6% | $6,407-49.5% |
| Admin fee / account holder | $10,367 | $5,336+94.3% | $5,150+101.3% | $12,270-15.5% |