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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 | $21,122 | $85,169-75.2% | $172,755-87.8% | $72,983-71.1% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 9.40% | 27.32%-17.9pp | 802.94%-793.5pp | 81.01%-71.6pp |
| Employer contribution / active EE | $226 | $3,324-93.2% | $5,144-95.6% | $2,440-90.7% |
| Participant deferral / active EE | $1,881 | $3,260-42.3% | $5,198-63.8% | $3,608-47.9% |
| Admin fee / account holder | $5,366 | $5,880-8.7% | $13,955-61.5% | $5,124+4.7% |