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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 | $30,911 | $86,949-64.4% | $102,460-69.8% | $80,959-61.8% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 10.10% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $419 | $2,370-82.3% | $3,025-86.1% | $2,757-84.8% |
| Participant deferral / active EE | $2,690 | $4,121-34.7% | $5,056-46.8% | $4,300-37.4% |
| Admin fee / account holder | $1,751 | $8,048-78.2% | $9,460-81.5% | $6,925-74.7% |