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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 | $34,630 | $84,236-58.9% | $170,435-79.7% | $70,126-50.6% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 9.52% | 23.06%-13.5pp | 205.94%-196.4pp | 73.15%-63.6pp |
| Employer contribution / active EE | $129 | $3,387-96.2% | $5,432-97.6% | $2,343-94.5% |
| Participant deferral / active EE | $1,694 | $3,086-45.1% | $4,939-65.7% | $3,332-49.2% |
| Admin fee / account holder | $3,182 | $5,698-44.2% | $13,881-77.1% | $4,645-31.5% |