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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 | $62,354 | $78,707-20.8% | $117,861-47.1% | $70,126-11.1% |
| Participation rate | 83.0% | 73.2%+9.8pp | 79.7%+3.3pp | 69.5%+13.4pp |
| Annual return | 9.35% | 23.30%-13.9pp | 335.11%-325.8pp | 73.15%-63.8pp |
| Employer contribution / active EE | $393 | $2,223-82.3% | $3,786-89.6% | $2,343-83.2% |
| Participant deferral / active EE | $2,838 | $3,297-13.9% | $4,482-36.7% | $3,332-14.8% |
| Admin fee / account holder | $12,436 | $5,066+145.5% | $8,021+55.0% | $4,645+167.7% |