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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 | $29,690 | $72,273-58.9% | $101,275-70.7% | $79,856-62.8% |
| Participation rate | 88.2% | 68.5%+19.8pp | 75.8%+12.4pp | 69.6%+18.6pp |
| Annual return | 10.58% | 22.30%-11.7pp | 46.48%-35.9pp | 31.71%-21.1pp |
| Employer contribution / active EE | $369 | $2,691-86.3% | $3,660-89.9% | $2,471-85.1% |
| Participant deferral / active EE | $2,762 | $3,282-15.8% | $4,371-36.8% | $3,741-26.2% |
| Admin fee / account holder | $1,708 | $4,401-61.2% | $5,948-71.3% | $5,306-67.8% |