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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 | $25,628 | $72,269-64.5% | $101,271-74.7% | $79,852-67.9% |
| Participation rate | 75.0% | 68.5%+6.5pp | 75.8%-0.8pp | 69.6%+5.4pp |
| Annual return | 0.70% | 22.29%-21.6pp | 46.48%-45.8pp | 31.72%-31.0pp |
| Employer contribution / active EE | $406 | $2,692-84.9% | $3,660-88.9% | $2,471-83.6% |
| Participant deferral / active EE | $2,354 | $3,282-28.3% | $4,371-46.1% | $3,740-37.1% |
| Admin fee / account holder | $1,212 | $4,401-72.5% | $5,948-79.6% | $5,306-77.2% |