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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 | $29,800 | $106,749-72.1% | $145,433-79.5% | $82,448-63.9% |
| Participation rate | 76.1% | 75.6%+0.5pp | 82.1%-6.0pp | 68.1%+8.1pp |
| Annual return | 11.12% | 27.59%-16.5pp | 66.58%-55.5pp | 41.64%-30.5pp |
| Employer contribution / active EE | $524 | $3,444-84.8% | $4,554-88.5% | $2,551-79.5% |
| Participant deferral / active EE | $3,064 | $6,519-53.0% | $7,897-61.2% | $4,139-26.0% |
| Admin fee / account holder | $2,983 | $8,390-64.4% | $13,129-77.3% | $7,234-58.8% |