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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 | $74,535-54.5% | $100,712-66.3% | $82,637-59.0% |
| Participation rate | 78.3% | 61.2%+17.2pp | 69.3%+9.1pp | 68.1%+10.3pp |
| Annual return | 10.11% | 18.92%-8.8pp | 33.27%-23.2pp | 53.51%-43.4pp |
| Employer contribution / active EE | $259 | $1,503-82.8% | $2,313-88.8% | $2,552-89.9% |
| Participant deferral / active EE | $3,109 | $3,074+1.2% | $4,085-23.9% | $4,126-24.6% |
| Admin fee / account holder | $10,599 | $6,576+61.2% | $9,256+14.5% | $7,339+44.4% |