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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 | $27,646 | $80,992-65.9% | $96,534-71.4% | $75,173-63.2% |
| Participation rate | 98.1% | 71.8%+26.3pp | 76.0%+22.1pp | 67.2%+30.9pp |
| Annual return | 8.70% | 27.05%-18.3pp | 25.88%-17.2pp | 160.72%-152.0pp |
| Employer contribution / active EE | $520 | $2,283-77.2% | $2,965-82.5% | $2,671-80.5% |
| Participant deferral / active EE | $3,428 | $3,929-12.8% | $4,851-29.3% | $4,126-16.9% |
| Admin fee / account holder | $1,171 | $6,717-82.6% | $8,253-85.8% | $5,651-79.3% |