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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 | $46,175 | $86,298-46.5% | $111,308-58.5% | $85,847-46.2% |
| Participation rate | 89.0% | 73.3%+15.7pp | 77.3%+11.7pp | 69.3%+19.7pp |
| Annual return | 8.81% | 19.99%-11.2pp | 54.67%-45.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $235 | $2,044-88.5% | $2,732-91.4% | $2,565-90.8% |
| Participant deferral / active EE | $2,552 | $3,641-29.9% | $4,487-43.1% | $3,952-35.4% |
| Admin fee / account holder | $10,881 | $8,189+32.9% | $7,965+36.6% | $6,261+73.8% |