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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 | $28,448 | $110,240-74.2% | $96,544-70.5% | $139,487-79.6% |
| Participation rate | 78.6% | 78.1%+0.4pp | 76.0%+2.6pp | 80.3%-1.8pp |
| Annual return | 8.58% | 26.41%-17.8pp | 25.88%-17.3pp | 373.84%-365.3pp |
| Employer contribution / active EE | $436 | $3,622-88.0% | $2,966-85.3% | $4,755-90.8% |
| Participant deferral / active EE | $1,997 | $5,549-64.0% | $4,851-58.8% | $6,713-70.3% |
| Admin fee / account holder | $9,139 | $11,602-21.2% | $8,254+10.7% | $11,407-19.9% |