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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 | $40,680 | $93,345-56.4% | $119,126-65.9% | $87,485-53.5% |
| Participation rate | 82.1% | 68.7%+13.3pp | 75.8%+6.3pp | 68.9%+13.1pp |
| Annual return | 9.50% | 19.08%-9.6pp | 282.11%-272.6pp | 26.06%-16.6pp |
| Employer contribution / active EE | $363 | $3,172-88.6% | $4,034-91.0% | $2,596-86.0% |
| Participant deferral / active EE | $1,932 | $4,099-52.9% | $5,318-63.7% | $4,274-54.8% |
| Admin fee / account holder | $14,722 | $8,039+83.1% | $10,693+37.7% | $7,775+89.4% |