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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 | $47,855 | $22,602+111.7% | $65,583-27.0% | $75,177-36.3% |
| Participation rate | 75.0% | 63.1%+11.9pp | 65.0%+10.0pp | 67.2%+7.8pp |
| Annual return | 3.48% | 71.13%-67.7pp | 47.46%-44.0pp | 160.75%-157.3pp |
| Employer contribution / active EE | $206 | $941-78.2% | $1,692-87.9% | $2,671-92.3% |
| Participant deferral / active EE | $1,971 | $1,695+16.3% | $2,833-30.4% | $4,126-52.2% |
| Admin fee / account holder | $2,324 | $1,877+23.8% | $4,112-43.5% | $5,651-58.9% |