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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 | $29,050 | $106,905-72.8% | $84,020-65.4% | $152,885-81.0% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.5%-11.0pp |
| Annual return | 6.14% | 105.00%-98.9pp | 71.31%-65.2pp | 345.39%-339.3pp |
| Employer contribution / active EE | $262 | $2,735-90.4% | $1,984-86.8% | $4,763-94.5% |
| Participant deferral / active EE | $2,376 | $4,012-40.8% | $3,239-26.6% | $5,851-59.4% |
| Admin fee / account holder | $650 | $8,287-92.2% | $6,101-89.4% | $11,598-94.4% |