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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 | $11,874 | $51,638-77.0% | $68,368-82.6% | $82,448-85.6% |
| Participation rate | 75.0% | 63.6%+11.4pp | 73.8%+1.2pp | 68.1%+6.9pp |
| Annual return | 11.60% | 37.53%-25.9pp | 292.57%-281.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $237 | $2,047-88.4% | $2,649-91.1% | $2,551-90.7% |
| Participant deferral / active EE | $1,462 | $2,914-49.8% | $4,123-64.5% | $4,139-64.7% |
| Admin fee / account holder | $8,660 | $4,643+86.5% | $5,150+68.2% | $7,234+19.7% |