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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 | $95,453-55.3% | $112,040-61.9% | $82,448-48.2% |
| Participation rate | 72.0% | 72.8%-0.8pp | 76.5%-4.5pp | 68.1%+3.9pp |
| Annual return | 10.92% | 23.92%-13.0pp | 24.52%-13.6pp | 41.64%-30.7pp |
| Employer contribution / active EE | $54 | $2,318-97.7% | $2,954-98.2% | $2,551-97.9% |
| Participant deferral / active EE | $2,919 | $4,224-30.9% | $5,098-42.7% | $4,139-29.5% |
| Admin fee / account holder | $13,736 | $9,013+52.4% | $12,098+13.5% | $7,234+89.9% |