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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 | $39,774 | $62,672-36.5% | $185,117-78.5% | $70,126-43.3% |
| Participation rate | 80.0% | 63.8%+16.2pp | 77.3%+2.7pp | 69.5%+10.5pp |
| Annual return | 12.39% | 40.79%-28.4pp | 40.50%-28.1pp | 73.15%-60.8pp |
| Employer contribution / active EE | $200 | $1,753-88.6% | $4,182-95.2% | $2,343-91.5% |
| Participant deferral / active EE | $1,755 | $3,272-46.4% | $5,045-65.2% | $3,332-47.3% |
| Admin fee / account holder | $368 | $3,932-90.6% | $8,159-95.5% | $4,645-92.1% |