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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 | $52,101 | $63,354-17.8% | $94,105-44.6% | $82,637-37.0% |
| Participation rate | 81.5% | 63.8%+17.7pp | 71.9%+9.5pp | 68.1%+13.4pp |
| Annual return | 8.97% | 34.36%-25.4pp | 204.55%-195.6pp | 53.51%-44.5pp |
| Employer contribution / active EE | $284 | $1,760-83.9% | $2,504-88.7% | $2,552-88.9% |
| Participant deferral / active EE | $2,199 | $2,873-23.5% | $3,881-43.3% | $4,126-46.7% |
| Admin fee / account holder | $27,546 | $5,073+443.0% | $6,199+344.3% | $7,339+275.3% |