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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 | $19,619 | $73,546-73.3% | $63,018-68.9% | $147,586-86.7% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 8.67% | 175.56%-166.9pp | 87.62%-79.0pp | 578.59%-569.9pp |
| Employer contribution / active EE | $145 | $3,324-95.6% | $2,761-94.7% | $4,876-97.0% |
| Participant deferral / active EE | $2,066 | $4,185-50.6% | $3,330-37.9% | $5,439-62.0% |
| Admin fee / account holder | $4,173 | $5,956-29.9% | $3,601+15.9% | $10,886-61.7% |