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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 | $41,874 | $54,541-23.2% | $78,778-46.8% | $70,124-40.3% |
| Participation rate | 82.1% | 60.8%+21.3pp | 69.2%+13.0pp | 69.5%+12.6pp |
| Annual return | 10.88% | 21.07%-10.2pp | 35.62%-24.7pp | 73.14%-62.3pp |
| Employer contribution / active EE | $133 | $1,089-87.8% | $1,986-93.3% | $2,342-94.3% |
| Participant deferral / active EE | $8,040 | $2,210+263.8% | $2,958+171.8% | $3,332+141.3% |
| Admin fee / account holder | $2,059 | $3,709-44.5% | $5,134-59.9% | $4,645-55.7% |