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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 | $44,042 | $81,208-45.8% | $98,920-55.5% | $79,852-44.8% |
| Participation rate | 83.8% | 72.5%+11.3pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 10.16% | 60.99%-50.8pp | 196.47%-186.3pp | 31.72%-21.6pp |
| Employer contribution / active EE | $179 | $1,960-90.9% | $2,689-93.4% | $2,471-92.8% |
| Participant deferral / active EE | $2,171 | $3,265-33.5% | $4,245-48.8% | $3,740-41.9% |
| Admin fee / account holder | $575 | $6,013-90.4% | $6,643-91.3% | $5,306-89.2% |