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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 | $29,262 | $49,976-41.4% | $66,674-56.1% | $82,637-64.6% |
| Participation rate | 80.0% | 63.1%+16.9pp | 73.7%+6.3pp | 68.1%+11.9pp |
| Annual return | 6.70% | 39.09%-32.4pp | 321.24%-314.5pp | 53.51%-46.8pp |
| Employer contribution / active EE | $31 | $1,988-98.4% | $2,620-98.8% | $2,552-98.8% |
| Participant deferral / active EE | $4,565 | $2,847+60.4% | $4,084+11.8% | $4,126+10.6% |
| Admin fee / account holder | $5,714 | $4,594+24.4% | $5,098+12.1% | $7,339-22.1% |