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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 | $59,440-60.5% | $78,004-69.9% | $82,637-71.6% |
| Participation rate | 78.1% | 62.8%+15.3pp | 69.4%+8.7pp | 68.1%+10.1pp |
| Annual return | 9.52% | 40.24%-30.7pp | 31.07%-21.5pp | 53.51%-44.0pp |
| Employer contribution / active EE | $277 | $1,750-84.2% | $2,469-88.8% | $2,552-89.2% |
| Participant deferral / active EE | $1,715 | $3,138-45.4% | $4,092-58.1% | $4,126-58.4% |
| Admin fee / account holder | $12,274 | $5,504+123.0% | $7,578+62.0% | $7,339+67.2% |