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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 | $28,312 | $51,202-44.7% | $70,548-59.9% | $75,181-62.3% |
| Participation rate | 81.8% | 61.0%+20.9pp | 68.3%+13.5pp | 67.2%+14.6pp |
| Annual return | 12.64% | 30.05%-17.4pp | 32.78%-20.1pp | 160.69%-148.0pp |
| Employer contribution / active EE | $266 | $1,827-85.5% | $2,975-91.1% | $2,671-90.1% |
| Participant deferral / active EE | $1,673 | $2,850-41.3% | $4,567-63.4% | $4,126-59.4% |
| Admin fee / account holder | $9,462 | $4,094+131.1% | $6,424+47.3% | $5,650+67.5% |