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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 | $54,999 | $88,672-38.0% | $105,223-47.7% | $82,448-33.3% |
| Participation rate | 73.8% | 67.9%+5.9pp | 75.0%-1.2pp | 68.1%+5.8pp |
| Annual return | 12.31% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $689 | $3,048-77.4% | $3,689-81.3% | $2,551-73.0% |
| Participant deferral / active EE | $2,730 | $4,036-32.4% | $5,072-46.2% | $4,139-34.0% |
| Admin fee / account holder | $3,210 | $7,146-55.1% | $8,859-63.8% | $7,234-55.6% |