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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 | $52,077 | $86,949-40.1% | $102,460-49.2% | $80,959-35.7% |
| Participation rate | 88.0% | 72.4%+15.6pp | 76.5%+11.5pp | 67.7%+20.3pp |
| Annual return | 10.09% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $606 | $2,370-74.4% | $3,025-80.0% | $2,757-78.0% |
| Participant deferral / active EE | $3,032 | $4,121-26.4% | $5,056-40.0% | $4,300-29.5% |
| Admin fee / account holder | $11,074 | $8,048+37.6% | $9,460+17.1% | $6,925+59.9% |