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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 | $33,215 | $78,690-57.8% | $161,489-79.4% | $87,485-62.0% |
| Participation rate | 85.4% | 67.5%+18.0pp | 78.7%+6.7pp | 68.9%+16.5pp |
| Annual return | 11.85% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.2pp |
| Employer contribution / active EE | $131 | $2,588-94.9% | $4,268-96.9% | $2,596-95.0% |
| Participant deferral / active EE | $2,730 | $3,311-17.5% | $5,630-51.5% | $4,274-36.1% |
| Admin fee / account holder | $2,318 | $6,724-65.5% | $16,006-85.5% | $7,775-70.2% |