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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 | $42,702 | $100,194-57.4% | $122,979-65.3% | $86,983-50.9% |
| Participation rate | 72.0% | 73.0%-1.0pp | 77.2%-5.2pp | 69.5%+2.5pp |
| Annual return | 10.92% | 16.47%-5.6pp | 20.12%-9.2pp | 25.83%-14.9pp |
| Employer contribution / active EE | $54 | $2,326-97.7% | $3,062-98.2% | $2,584-97.9% |
| Participant deferral / active EE | $2,919 | $4,133-29.4% | $5,003-41.6% | $4,194-30.4% |
| Admin fee / account holder | $13,736 | $10,148+35.4% | $12,864+6.8% | $7,856+74.9% |