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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 | $83,898-59.6% | $133,346-74.6% | $94,015-63.9% |
| Participation rate | 78.3% | 63.4%+15.0pp | 72.8%+5.5pp | 70.8%+7.5pp |
| Annual return | 10.11% | 16.00%-5.9pp | 36.85%-26.7pp | 17.84%-7.7pp |
| Employer contribution / active EE | $259 | $1,821-85.8% | $2,853-90.9% | $2,790-90.7% |
| Participant deferral / active EE | $3,109 | $3,245-4.2% | $4,332-28.2% | $4,249-26.8% |
| Admin fee / account holder | $10,599 | $7,809+35.7% | $14,264-25.7% | $8,951+18.4% |