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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 | $37,371 | $76,371-51.1% | $93,621-60.1% | $72,976-48.8% |
| Participation rate | 85.5% | 71.8%+13.7pp | 75.8%+9.6pp | 69.5%+16.0pp |
| Annual return | 11.08% | 25.82%-14.7pp | 32.76%-21.7pp | 81.02%-69.9pp |
| Employer contribution / active EE | $397 | $2,276-82.5% | $2,719-85.4% | $2,440-83.7% |
| Participant deferral / active EE | $2,332 | $3,538-34.1% | $4,070-42.7% | $3,608-35.4% |
| Admin fee / account holder | $9,021 | $6,839+31.9% | $7,890+14.3% | $5,124+76.0% |