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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 | $33,215 | $76,407-56.5% | $150,298-77.9% | $82,448-59.7% |
| Participation rate | 85.4% | 66.4%+19.0pp | 77.8%+7.7pp | 68.1%+17.3pp |
| Annual return | 11.85% | 39.99%-28.1pp | 62.79%-50.9pp | 41.64%-29.8pp |
| Employer contribution / active EE | $131 | $2,614-95.0% | $4,154-96.9% | $2,551-94.9% |
| Participant deferral / active EE | $2,730 | $3,214-15.1% | $5,453-49.9% | $4,139-34.0% |
| Admin fee / account holder | $2,318 | $6,352-63.5% | $14,116-83.6% | $7,234-68.0% |