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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 | $24,286 | $58,828-58.7% | $78,002-68.9% | $62,881-61.4% |
| Participation rate | 71.7% | 71.1%+0.6pp | 75.5%-3.9pp | 69.3%+2.4pp |
| Annual return | 4.17% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $170 | $1,672-89.9% | $2,470-93.1% | $2,281-92.6% |
| Participant deferral / active EE | $1,695 | $2,686-36.9% | $3,497-51.5% | $3,203-47.1% |
| Admin fee / account holder | $3,696 | $4,393-15.9% | $5,481-32.6% | $4,296-14.0% |