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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 | $96,731-57.9% | $123,973-67.2% | $86,983-53.2% |
| Participation rate | 82.1% | 70.0%+12.0pp | 76.7%+5.4pp | 69.5%+12.5pp |
| Annual return | 9.50% | 17.33%-7.8pp | 388.13%-378.6pp | 25.83%-16.3pp |
| Employer contribution / active EE | $363 | $3,297-89.0% | $4,126-91.2% | $2,584-86.0% |
| Participant deferral / active EE | $1,932 | $4,152-53.5% | $5,247-63.2% | $4,194-53.9% |
| Admin fee / account holder | $14,722 | $8,722+68.8% | $11,799+24.8% | $7,856+87.4% |