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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 | $24,177 | $53,837-55.1% | $75,714-68.1% | $85,847-71.8% |
| Participation rate | 83.8% | 69.1%+14.8pp | 74.8%+9.0pp | 69.3%+14.5pp |
| Annual return | 12.48% | 24.54%-12.1pp | 104.62%-92.1pp | 318.61%-306.1pp |
| Employer contribution / active EE | $310 | $2,017-84.6% | $2,744-88.7% | $2,565-87.9% |
| Participant deferral / active EE | $1,220 | $2,895-57.9% | $3,820-68.1% | $3,952-69.1% |
| Admin fee / account holder | $5,953 | $3,339+78.3% | $3,619+64.5% | $6,261-4.9% |