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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 | $26,818 | $67,602-60.3% | $82,312-67.4% | $70,126-61.8% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 12.07% | 21.57%-9.5pp | 25.88%-13.8pp | 73.15%-61.1pp |
| Employer contribution / active EE | $277 | $1,755-84.2% | $2,428-88.6% | $2,343-88.2% |
| Participant deferral / active EE | $1,429 | $2,987-52.2% | $3,706-61.4% | $3,332-57.1% |
| Admin fee / account holder | $1,514 | $4,512-66.5% | $5,608-73.0% | $4,645-67.4% |