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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 | $28,415 | $80,983-64.9% | $96,544-70.6% | $75,177-62.2% |
| Participation rate | 83.1% | 71.8%+11.3pp | 76.0%+7.1pp | 67.2%+15.9pp |
| Annual return | 12.65% | 27.05%-14.4pp | 25.88%-13.2pp | 160.75%-148.1pp |
| Employer contribution / active EE | $382 | $2,282-83.3% | $2,966-87.1% | $2,671-85.7% |
| Participant deferral / active EE | $2,355 | $3,929-40.1% | $4,851-51.5% | $4,126-42.9% |
| Admin fee / account holder | $2,059 | $6,717-69.3% | $8,254-75.1% | $5,651-63.6% |