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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 | $32,244 | $102,393-68.5% | $147,041-78.1% | $80,911-60.1% |
| Participation rate | 89.7% | 75.9%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 10.03% | 134.95%-124.9pp | 419.21%-409.2pp | 35.63%-25.6pp |
| Employer contribution / active EE | $465 | $3,715-87.5% | $4,935-90.6% | $2,756-83.1% |
| Participant deferral / active EE | $3,563 | $6,647-46.4% | $8,071-55.9% | $4,297-17.1% |
| Admin fee / account holder | $5,004 | $7,943-37.0% | $13,006-61.5% | $6,935-27.8% |