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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 | $54,729 | $95,453-42.7% | $112,040-51.2% | $82,448-33.6% |
| Participation rate | 79.3% | 72.8%+6.6pp | 76.5%+2.8pp | 68.1%+11.2pp |
| Annual return | 10.15% | 23.92%-13.8pp | 24.52%-14.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $233 | $2,318-89.9% | $2,954-92.1% | $2,551-90.8% |
| Participant deferral / active EE | $3,753 | $4,224-11.1% | $5,098-26.4% | $4,139-9.3% |
| Admin fee / account holder | $9,615 | $9,013+6.7% | $12,098-20.5% | $7,234+32.9% |