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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 | $79,175 | $81,476-2.8% | $102,383-22.7% | $80,925-2.2% |
| Participation rate | 77.8% | 66.8%+10.9pp | 74.5%+3.3pp | 67.7%+10.1pp |
| Annual return | 8.23% | 25.59%-17.4pp | 24.94%-16.7pp | 35.65%-27.4pp |
| Employer contribution / active EE | $170 | $3,105-94.5% | $3,870-95.6% | $2,756-93.8% |
| Participant deferral / active EE | $2,625 | $3,871-32.2% | $5,060-48.1% | $4,299-38.9% |
| Admin fee / account holder | $22,396 | $6,717+233.4% | $8,391+166.9% | $6,940+222.7% |