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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 | $31,745 | $52,279-39.3% | $89,414-64.5% | $79,852-60.2% |
| Participation rate | 75.0% | 57.5%+17.5pp | 68.0%+7.0pp | 69.6%+5.4pp |
| Annual return | 5.02% | 22.16%-17.1pp | 245.50%-240.5pp | 31.72%-26.7pp |
| Employer contribution / active EE | $71 | $1,572-95.5% | $2,586-97.3% | $2,471-97.1% |
| Participant deferral / active EE | $1,936 | $2,740-29.3% | $3,890-50.2% | $3,740-48.2% |
| Admin fee / account holder | $6,552 | $3,356+95.2% | $4,883+34.2% | $5,306+23.5% |