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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 | $44,516 | $76,551-41.8% | $123,894-64.1% | $62,881-29.2% |
| Participation rate | 78.3% | 73.0%+5.3pp | 81.4%-3.2pp | 69.3%+9.0pp |
| Annual return | 2.60% | 18.68%-16.1pp | 47.52%-44.9pp | 20.14%-17.5pp |
| Employer contribution / active EE | $345 | $2,882-88.0% | $4,617-92.5% | $2,281-84.9% |
| Participant deferral / active EE | $2,272 | $4,840-53.1% | $5,984-62.0% | $3,203-29.1% |
| Admin fee / account holder | $710 | $4,826-85.3% | $8,357-91.5% | $4,296-83.5% |