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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 | $33,905 | $73,787-54.0% | $98,716-65.7% | $82,448-58.9% |
| Participation rate | 78.3% | 61.4%+16.9pp | 69.3%+9.0pp | 68.1%+10.3pp |
| Annual return | 10.11% | 18.57%-8.5pp | 31.81%-21.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $259 | $1,511-82.9% | $2,279-88.6% | $2,551-89.9% |
| Participant deferral / active EE | $3,109 | $3,081+0.9% | $4,048-23.2% | $4,139-24.9% |
| Admin fee / account holder | $10,599 | $6,500+63.1% | $8,703+21.8% | $7,234+46.5% |