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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 | $60,590 | $89,367-32.2% | $141,191-57.1% | $72,975-17.0% |
| Participation rate | 85.9% | 75.1%+10.8pp | 82.5%+3.4pp | 69.5%+16.4pp |
| Annual return | 16.37% | 111.87%-95.5pp | 71.41%-55.0pp | 81.01%-64.6pp |
| Employer contribution / active EE | $359 | $3,115-88.5% | $4,736-92.4% | $2,440-85.3% |
| Participant deferral / active EE | $2,391 | $5,419-55.9% | $6,710-64.4% | $3,608-33.7% |
| Admin fee / account holder | $14,298 | $5,957+140.0% | $10,264+39.3% | $5,124+179.0% |