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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 | $23,490 | $69,444-66.2% | $92,985-74.7% | $87,485-73.1% |
| Participation rate | 78.1% | 63.3%+14.8pp | 69.5%+8.6pp | 68.9%+9.2pp |
| Annual return | 9.52% | 23.85%-14.3pp | 27.99%-18.5pp | 26.06%-16.5pp |
| Employer contribution / active EE | $277 | $1,917-85.6% | $2,662-89.6% | $2,596-89.3% |
| Participant deferral / active EE | $1,715 | $3,364-49.0% | $4,377-60.8% | $4,274-59.9% |
| Admin fee / account holder | $12,274 | $6,137+100.0% | $9,463+29.7% | $7,775+57.9% |