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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 | $15,492 | $97,125-84.0% | $86,233-82.0% | $137,256-88.7% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 7.96% | 74.19%-66.2pp | 61.39%-53.4pp | 220.34%-212.4pp |
| Employer contribution / active EE | $220 | $2,841-92.3% | $2,504-91.2% | $4,156-94.7% |
| Participant deferral / active EE | $2,646 | $5,180-48.9% | $4,559-42.0% | $6,407-58.7% |
| Admin fee / account holder | $2,144 | $9,725-78.0% | $8,342-74.3% | $12,270-82.5% |