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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 | $26,885 | $67,602-60.2% | $82,312-67.3% | $70,126-61.7% |
| Participation rate | 78.0% | 72.8%+5.3pp | 76.9%+1.2pp | 69.5%+8.5pp |
| Annual return | 8.60% | 21.57%-13.0pp | 25.88%-17.3pp | 73.15%-64.6pp |
| Employer contribution / active EE | $352 | $1,755-79.9% | $2,428-85.5% | $2,343-85.0% |
| Participant deferral / active EE | $2,491 | $2,987-16.6% | $3,706-32.8% | $3,332-25.2% |
| Admin fee / account holder | $1,622 | $4,512-64.0% | $5,608-71.1% | $4,645-65.1% |