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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 | $80,417 | $89,259-9.9% | $107,187-25.0% | $82,637-2.7% |
| Participation rate | 70.4% | 67.9%+2.4pp | 75.0%-4.7pp | 68.1%+2.3pp |
| Annual return | 2.58% | 21.02%-18.4pp | 204.55%-202.0pp | 53.51%-50.9pp |
| Employer contribution / active EE | $376 | $3,080-87.8% | $3,782-90.1% | $2,552-85.3% |
| Participant deferral / active EE | $1,683 | $4,037-58.3% | $5,096-67.0% | $4,126-59.2% |
| Admin fee / account holder | $10,352 | $7,381+40.2% | $9,162+13.0% | $7,339+41.1% |