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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 | $31,907 | $88,672-64.0% | $105,223-69.7% | $82,448-61.3% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 7.06% | 30.86%-23.8pp | 180.65%-173.6pp | 41.64%-34.6pp |
| Employer contribution / active EE | $799 | $3,048-73.8% | $3,689-78.3% | $2,551-68.7% |
| Participant deferral / active EE | $2,299 | $4,036-43.0% | $5,072-54.7% | $4,139-44.5% |
| Admin fee / account holder | $30,137 | $7,146+321.7% | $8,859+240.2% | $7,234+316.6% |