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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 | $60,213 | $69,590-13.5% | $136,867-56.0% | $94,015-36.0% |
| Participation rate | 74.2% | 66.3%+7.9pp | 74.5%-0.4pp | 70.8%+3.4pp |
| Annual return | 10.18% | 19.62%-9.4pp | 42.97%-32.8pp | 17.84%-7.7pp |
| Employer contribution / active EE | $260 | $2,396-89.1% | $3,547-92.7% | $2,790-90.7% |
| Participant deferral / active EE | $2,920 | $3,437-15.0% | $4,924-40.7% | $4,249-31.3% |
| Admin fee / account holder | $12,255 | $8,912+37.5% | $10,340+18.5% | $8,951+36.9% |