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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 | $24,649 | $89,364-72.4% | $141,177-82.5% | $72,983-66.2% |
| Participation rate | 88.6% | 75.1%+13.4pp | 82.5%+6.1pp | 69.5%+19.1pp |
| Annual return | 12.55% | 111.86%-99.3pp | 71.40%-58.9pp | 81.01%-68.5pp |
| Employer contribution / active EE | $563 | $3,115-81.9% | $4,736-88.1% | $2,440-76.9% |
| Participant deferral / active EE | $2,590 | $5,419-52.2% | $6,710-61.4% | $3,608-28.2% |
| Admin fee / account holder | $15,717 | $5,959+163.8% | $10,263+53.1% | $5,124+206.7% |