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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 | $23,209 | $89,367-74.0% | $141,191-83.6% | $72,975-68.2% |
| Participation rate | 96.8% | 75.1%+21.6pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 15.27% | 111.87%-96.6pp | 71.41%-56.1pp | 81.01%-65.7pp |
| Employer contribution / active EE | $484 | $3,115-84.5% | $4,736-89.8% | $2,440-80.2% |
| Participant deferral / active EE | $2,537 | $5,419-53.2% | $6,710-62.2% | $3,608-29.7% |
| Admin fee / account holder | $573 | $5,957-90.4% | $10,264-94.4% | $5,124-88.8% |