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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 | $21,581 | $48,011-55.0% | $63,803-66.2% | $82,637-73.9% |
| Participation rate | 90.5% | 66.6%+23.9pp | 72.7%+17.8pp | 68.1%+22.4pp |
| Annual return | 10.58% | 19.84%-9.3pp | 543.72%-533.1pp | 53.51%-42.9pp |
| Employer contribution / active EE | $293 | $1,904-84.6% | $2,532-88.4% | $2,552-88.5% |
| Participant deferral / active EE | $4,277 | $2,846+50.3% | $3,843+11.3% | $4,126+3.7% |
| Admin fee / account holder | $842 | $3,873-78.3% | $5,196-83.8% | $7,339-88.5% |