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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 | $23,180 | $89,259-74.0% | $107,187-78.4% | $82,637-71.9% |
| Participation rate | 82.5% | 67.9%+14.6pp | 75.0%+7.5pp | 68.1%+14.4pp |
| Annual return | 12.00% | 21.02%-9.0pp | 204.55%-192.6pp | 53.51%-41.5pp |
| Employer contribution / active EE | $318 | $3,080-89.7% | $3,782-91.6% | $2,552-87.5% |
| Participant deferral / active EE | $2,494 | $4,037-38.2% | $5,096-51.1% | $4,126-39.6% |
| Admin fee / account holder | $872 | $7,381-88.2% | $9,162-90.5% | $7,339-88.1% |