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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 | $53,444 | $67,602-20.9% | $82,312-35.1% | $70,126-23.8% |
| Participation rate | 70.8% | 72.8%-1.9pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 10.25% | 21.57%-11.3pp | 25.88%-15.6pp | 73.15%-62.9pp |
| Employer contribution / active EE | $268 | $1,755-84.8% | $2,428-89.0% | $2,343-88.6% |
| Participant deferral / active EE | $1,720 | $2,987-42.4% | $3,706-53.6% | $3,332-48.4% |
| Admin fee / account holder | $5,235 | $4,512+16.0% | $5,608-6.7% | $4,645+12.7% |