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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 | $34,315 | $88,672-61.3% | $105,223-67.4% | $82,448-58.4% |
| Participation rate | 76.4% | 67.9%+8.5pp | 75.0%+1.3pp | 68.1%+8.3pp |
| Annual return | 12.33% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $738 | $3,048-75.8% | $3,689-80.0% | $2,551-71.1% |
| Participant deferral / active EE | $2,010 | $4,036-50.2% | $5,072-60.4% | $4,139-51.5% |
| Admin fee / account holder | $2,161 | $7,146-69.8% | $8,859-75.6% | $7,234-70.1% |