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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 | $37,596 | $81,331-53.8% | $155,534-75.8% | $80,935-53.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 8.55% | 33.37%-24.8pp | 64.92%-56.4pp | 35.66%-27.1pp |
| Employer contribution / active EE | $291 | $3,105-90.6% | $4,675-93.8% | $2,757-89.5% |
| Participant deferral / active EE | $1,732 | $3,454-49.9% | $5,630-69.2% | $4,299-59.7% |
| Admin fee / account holder | $9,319 | $7,999+16.5% | $15,900-41.4% | $6,924+34.6% |