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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 | $44,168 | $78,705-43.9% | $117,860-62.5% | $70,124-37.0% |
| Participation rate | 71.4% | 73.2%-1.8pp | 79.7%-8.2pp | 69.5%+1.9pp |
| Annual return | 9.77% | 23.30%-13.5pp | 335.10%-325.3pp | 73.14%-63.4pp |
| Employer contribution / active EE | $463 | $2,223-79.2% | $3,786-87.8% | $2,342-80.2% |
| Participant deferral / active EE | $2,245 | $3,297-31.9% | $4,482-49.9% | $3,332-32.6% |
| Admin fee / account holder | $1,581 | $5,065-68.8% | $8,021-80.3% | $4,645-66.0% |