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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 | $43,236 | $99,994-56.8% | $146,643-70.5% | $85,847-49.6% |
| Participation rate | 78.6% | 73.1%+5.5pp | 80.1%-1.5pp | 69.3%+9.3pp |
| Annual return | 9.54% | 18.93%-9.4pp | 22.75%-13.2pp | 318.61%-309.1pp |
| Employer contribution / active EE | $244 | $2,559-90.5% | $4,137-94.1% | $2,565-90.5% |
| Participant deferral / active EE | $3,426 | $4,006-14.5% | $5,506-37.8% | $3,952-13.3% |
| Admin fee / account holder | $13,088 | $7,703+69.9% | $10,280+27.3% | $6,261+109.1% |