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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 | $16,021 | $80,812-80.2% | $160,784-90.0% | $82,448-80.6% |
| Participation rate | 73.3% | 66.2%+7.1pp | 77.0%-3.6pp | 68.1%+5.3pp |
| Annual return | 12.08% | 100.59%-88.5pp | 1803.92%-1791.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $301 | $2,174-86.1% | $3,733-91.9% | $2,551-88.2% |
| Participant deferral / active EE | $2,236 | $4,335-48.4% | $6,293-64.5% | $4,139-46.0% |
| Admin fee / account holder | $8,417 | $7,695+9.4% | $9,717-13.4% | $7,234+16.4% |