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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 | $40,026 | $95,404-58.0% | $113,397-64.7% | $82,637-51.6% |
| Participation rate | 74.7% | 72.8%+1.9pp | 76.5%-1.8pp | 68.1%+6.6pp |
| Annual return | 12.09% | 19.08%-7.0pp | 23.20%-11.1pp | 53.51%-41.4pp |
| Employer contribution / active EE | $678 | $2,307-70.6% | $2,977-77.2% | $2,552-73.4% |
| Participant deferral / active EE | $7,699 | $4,220+82.5% | $5,076+51.7% | $4,126+86.6% |
| Admin fee / account holder | $13,071 | $9,168+42.6% | $11,957+9.3% | $7,339+78.1% |