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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 | $22,634 | $63,773-64.5% | $81,286-72.2% | $80,925-72.0% |
| Participation rate | 75.0% | 63.9%+11.1pp | 69.5%+5.5pp | 67.7%+7.3pp |
| Annual return | 9.74% | 16.37%-6.6pp | 24.80%-15.1pp | 35.65%-25.9pp |
| Employer contribution / active EE | $377 | $1,979-81.0% | $2,463-84.7% | $2,756-86.3% |
| Participant deferral / active EE | $6,925 | $3,093+123.9% | $3,883+78.3% | $4,299+61.1% |
| Admin fee / account holder | $10,468 | $5,682+84.2% | $5,764+81.6% | $6,940+50.8% |