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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 | $32,202 | $81,208-60.3% | $98,920-67.4% | $79,856-59.7% |
| Participation rate | 76.1% | 72.5%+3.6pp | 76.0%+0.1pp | 69.6%+6.4pp |
| Annual return | 4.48% | 60.99%-56.5pp | 196.47%-192.0pp | 31.71%-27.2pp |
| Employer contribution / active EE | $87 | $1,960-95.6% | $2,689-96.8% | $2,471-96.5% |
| Participant deferral / active EE | $1,852 | $3,265-43.3% | $4,245-56.4% | $3,741-50.5% |
| Admin fee / account holder | $6,394 | $6,013+6.3% | $6,643-3.7% | $5,306+20.5% |