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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 | $35,841 | $93,345-61.6% | $119,126-69.9% | $87,485-59.0% |
| Participation rate | 71.8% | 68.7%+3.1pp | 75.8%-3.9pp | 68.9%+2.9pp |
| Annual return | 11.64% | 19.08%-7.4pp | 282.11%-270.5pp | 26.06%-14.4pp |
| Employer contribution / active EE | $586 | $3,172-81.5% | $4,034-85.5% | $2,596-77.4% |
| Participant deferral / active EE | $2,413 | $4,099-41.1% | $5,318-54.6% | $4,274-43.5% |
| Admin fee / account holder | $6,938 | $8,039-13.7% | $10,693-35.1% | $7,775-10.8% |