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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 | $49,148 | $86,288-43.0% | $111,306-55.8% | $85,851-42.8% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 9.83% | 19.99%-10.2pp | 54.67%-44.8pp | 318.63%-308.8pp |
| Employer contribution / active EE | $209 | $2,044-89.8% | $2,732-92.3% | $2,565-91.8% |
| Participant deferral / active EE | $1,932 | $3,641-46.9% | $4,488-56.9% | $3,952-51.1% |
| Admin fee / account holder | $610 | $8,189-92.6% | $7,966-92.3% | $6,261-90.3% |