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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 | $39,513 | $72,486-45.5% | $87,103-54.6% | $72,976-45.9% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 4.81% | 24.46%-19.6pp | 28.19%-23.4pp | 81.02%-76.2pp |
| Employer contribution / active EE | $369 | $1,894-80.5% | $2,521-85.4% | $2,440-84.9% |
| Participant deferral / active EE | $1,847 | $3,270-43.5% | $4,049-54.4% | $3,608-48.8% |
| Admin fee / account holder | $16,654 | $5,055+229.5% | $7,491+122.3% | $5,124+225.0% |