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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 | $28,887 | $62,549-53.8% | $85,705-66.3% | $85,851-66.4% |
| Participation rate | 84.4% | 61.1%+23.2pp | 69.9%+14.5pp | 69.3%+15.1pp |
| Annual return | 10.87% | 23.77%-12.9pp | 21.49%-10.6pp | 318.63%-307.8pp |
| Employer contribution / active EE | $282 | $1,755-83.9% | $2,619-89.2% | $2,565-89.0% |
| Participant deferral / active EE | $1,623 | $2,802-42.1% | $3,924-58.6% | $3,952-58.9% |
| Admin fee / account holder | $7,129 | $4,644+53.5% | $6,877+3.7% | $6,261+13.9% |