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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 | $46,579 | $22,602+106.1% | $65,566-29.0% | $75,173-38.0% |
| Participation rate | 87.9% | 63.1%+24.8pp | 64.9%+22.9pp | 67.2%+20.7pp |
| Annual return | 13.30% | 71.13%-57.8pp | 47.40%-34.1pp | 160.72%-147.4pp |
| Employer contribution / active EE | $213 | $941-77.4% | $1,692-87.4% | $2,671-92.0% |
| Participant deferral / active EE | $2,656 | $1,695+56.7% | $2,832-6.2% | $4,126-35.6% |
| Admin fee / account holder | $4,910 | $1,877+161.5% | $4,114+19.3% | $5,651-13.1% |