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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 | $51,408 | $73,978-30.5% | $96,515-46.7% | $75,173-31.6% |
| Participation rate | 71.4% | 66.4%+5.0pp | 74.3%-2.9pp | 67.2%+4.2pp |
| Annual return | 12.30% | 26.72%-14.4pp | 35.73%-23.4pp | 160.72%-148.4pp |
| Employer contribution / active EE | $641 | $2,931-78.1% | $3,740-82.9% | $2,671-76.0% |
| Participant deferral / active EE | $2,564 | $3,660-30.0% | $4,880-47.5% | $4,126-37.9% |
| Admin fee / account holder | $16,942 | $5,219+224.6% | $6,735+151.5% | $5,651+199.8% |