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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 | $36,915 | $48,078-23.2% | $78,676-53.1% | $62,881-41.3% |
| Participation rate | 77.4% | 65.2%+12.2pp | 73.6%+3.9pp | 69.3%+8.1pp |
| Annual return | 3.15% | 31.36%-28.2pp | 62.19%-59.0pp | 20.14%-17.0pp |
| Employer contribution / active EE | $134 | $2,015-93.3% | $2,850-95.3% | $2,281-94.1% |
| Participant deferral / active EE | $5,358 | $2,587+107.1% | $3,517+52.4% | $3,203+67.3% |
| Admin fee / account holder | $7,231 | $3,206+125.6% | $4,510+60.3% | $4,296+68.3% |