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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 | $32,302 | $65,367-50.6% | $92,915-65.2% | $72,976-55.7% |
| Participation rate | 72.6% | 68.3%+4.3pp | 76.0%-3.4pp | 69.5%+3.1pp |
| Annual return | 1.94% | 42.11%-40.2pp | 109.45%-107.5pp | 81.02%-79.1pp |
| Employer contribution / active EE | $263 | $2,594-89.8% | $3,653-92.8% | $2,440-89.2% |
| Participant deferral / active EE | $5,064 | $3,128+61.9% | $4,238+19.5% | $3,608+40.4% |
| Admin fee / account holder | $1,218 | $4,251-71.4% | $5,796-79.0% | $5,124-76.2% |