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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 | $13,740 | $85,171-83.9% | $172,753-92.0% | $72,976-81.2% |
| Participation rate | 80.6% | 70.1%+10.6pp | 82.6%-2.0pp | 69.5%+11.2pp |
| Annual return | 6.08% | 27.32%-21.2pp | 803.00%-796.9pp | 81.02%-74.9pp |
| Employer contribution / active EE | $293 | $3,324-91.2% | $5,144-94.3% | $2,440-88.0% |
| Participant deferral / active EE | $2,550 | $3,260-21.8% | $5,198-50.9% | $3,608-29.3% |
| Admin fee / account holder | $4,208 | $5,880-28.4% | $13,956-69.8% | $5,124-17.9% |