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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 | $69,409 | $56,894+22.0% | $84,753-18.1% | $62,881+10.4% |
| Participation rate | 93.9% | 68.5%+25.4pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | -3.24% | 6.30%-9.5pp | 22.78%-26.0pp | 20.14%-23.4pp |
| Employer contribution / active EE | $364 | $2,400-84.8% | $3,574-89.8% | $2,281-84.1% |
| Participant deferral / active EE | $2,900 | $2,709+7.1% | $3,712-21.9% | $3,203-9.4% |
| Admin fee / account holder | $1,489 | $3,581-58.4% | $5,333-72.1% | $4,296-65.3% |