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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 | $17,020 | $81,358-79.1% | $155,556-89.1% | $80,959-79.0% |
| Participation rate | 82.7% | 66.3%+16.5pp | 78.2%+4.5pp | 67.7%+15.0pp |
| Annual return | 8.87% | 33.39%-24.5pp | 64.84%-56.0pp | 35.67%-26.8pp |
| Employer contribution / active EE | $345 | $3,106-88.9% | $4,675-92.6% | $2,757-87.5% |
| Participant deferral / active EE | $1,822 | $3,455-47.3% | $5,631-67.6% | $4,300-57.6% |
| Admin fee / account holder | $825 | $7,994-89.7% | $15,885-94.8% | $6,925-88.1% |