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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 | $36,595 | $77,164-52.6% | $178,014-79.4% | $80,874-54.8% |
| Participation rate | 71.1% | 65.7%+5.3pp | 77.1%-6.0pp | 67.6%+3.4pp |
| Annual return | 10.21% | 18.09%-7.9pp | 294.80%-284.6pp | 35.62%-25.4pp |
| Employer contribution / active EE | $473 | $2,288-79.3% | $3,950-88.0% | $2,756-82.9% |
| Participant deferral / active EE | $2,508 | $4,408-43.1% | $6,276-60.0% | $4,297-41.6% |
| Admin fee / account holder | $2,205 | $7,164-69.2% | $10,362-78.7% | $6,935-68.2% |