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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 | $23,945 | $75,541-68.3% | $152,093-84.3% | $82,637-71.0% |
| Participation rate | 87.1% | 66.5%+20.6pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 11.42% | 32.56%-21.1pp | 66.36%-54.9pp | 53.51%-42.1pp |
| Employer contribution / active EE | -$183 | $2,622-107.0% | $4,175-104.4% | $2,552-107.2% |
| Participant deferral / active EE | $3,146 | $3,206-1.8% | $5,451-42.3% | $4,126-23.7% |
| Admin fee / account holder | $480 | $6,405-92.5% | $14,497-96.7% | $7,339-93.5% |