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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 | $38,535 | $101,752-62.1% | $164,928-76.6% | $80,911-52.4% |
| Participation rate | 82.2% | 71.8%+10.4pp | 78.6%+3.6pp | 67.6%+14.6pp |
| Annual return | 7.50% | 16.73%-9.2pp | 70.08%-62.6pp | 35.63%-28.1pp |
| Employer contribution / active EE | $361 | $2,953-87.8% | $4,343-91.7% | $2,756-86.9% |
| Participant deferral / active EE | $3,274 | $4,477-26.9% | $6,034-45.7% | $4,297-23.8% |
| Admin fee / account holder | $1,623 | $8,218-80.3% | $12,684-87.2% | $6,935-76.6% |