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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 | $35,752 | $72,269-50.5% | $101,271-64.7% | $79,852-55.2% |
| Participation rate | 80.4% | 68.5%+12.0pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 3.04% | 22.29%-19.3pp | 46.48%-43.4pp | 31.72%-28.7pp |
| Employer contribution / active EE | $582 | $2,692-78.4% | $3,660-84.1% | $2,471-76.4% |
| Participant deferral / active EE | $2,962 | $3,282-9.7% | $4,371-32.2% | $3,740-20.8% |
| Admin fee / account holder | $4,851 | $4,401+10.2% | $5,948-18.4% | $5,306-8.6% |