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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 | $31,888 | $98,240-67.5% | $82,312-61.3% | $147,586-78.4% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 8.66% | 30.85%-22.2pp | 25.88%-17.2pp | 578.59%-569.9pp |
| Employer contribution / active EE | $530 | $3,192-83.4% | $2,428-78.2% | $4,876-89.1% |
| Participant deferral / active EE | $2,535 | $4,383-42.2% | $3,706-31.6% | $5,439-53.4% |
| Admin fee / account holder | $8,097 | $8,563-5.4% | $5,608+44.4% | $10,886-25.6% |