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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 | $35,948 | $81,487-55.9% | $102,412-64.9% | $80,935-55.6% |
| Participation rate | 81.1% | 66.8%+14.2pp | 74.5%+6.6pp | 67.7%+13.4pp |
| Annual return | 9.57% | 25.60%-16.0pp | 24.94%-15.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $581 | $3,103-81.3% | $3,870-85.0% | $2,757-78.9% |
| Participant deferral / active EE | $4,815 | $3,871+24.4% | $5,060-4.9% | $4,299+12.0% |
| Admin fee / account holder | $4,065 | $6,717-39.5% | $8,388-51.5% | $6,924-41.3% |