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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 | $77,574-56.3% | $108,753-68.8% | $86,983-61.0% |
| Participation rate | 78.3% | 62.3%+16.0pp | 71.1%+7.2pp | 69.5%+8.8pp |
| Annual return | 10.11% | 18.42%-8.3pp | 37.47%-27.4pp | 25.83%-15.7pp |
| Employer contribution / active EE | $259 | $1,611-83.9% | $2,427-89.3% | $2,584-90.0% |
| Participant deferral / active EE | $3,109 | $3,128-0.6% | $4,115-24.4% | $4,194-25.9% |
| Admin fee / account holder | $10,599 | $6,529+62.4% | $10,320+2.7% | $7,856+34.9% |