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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 | $21,493 | $56,110-61.7% | $94,993-77.4% | $70,126-69.4% |
| Participation rate | 79.3% | 65.0%+14.3pp | 73.9%+5.4pp | 69.5%+9.8pp |
| Annual return | 10.10% | 51.02%-40.9pp | 27.14%-17.0pp | 73.15%-63.0pp |
| Employer contribution / active EE | $211 | $1,442-85.4% | $2,603-91.9% | $2,343-91.0% |
| Participant deferral / active EE | $1,440 | $2,391-39.8% | $3,317-56.6% | $3,332-56.8% |
| Admin fee / account holder | $18,789 | $3,456+443.6% | $4,960+278.8% | $4,645+304.5% |