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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 | $81,276-79.1% | $155,574-89.1% | $80,925-79.0% |
| Participation rate | 82.7% | 66.2%+16.5pp | 78.2%+4.5pp | 67.7%+15.1pp |
| Annual return | 8.87% | 33.36%-24.5pp | 64.87%-56.0pp | 35.65%-26.8pp |
| Employer contribution / active EE | $345 | $3,103-88.9% | $4,676-92.6% | $2,756-87.5% |
| Participant deferral / active EE | $1,822 | $3,453-47.2% | $5,629-67.6% | $4,299-57.6% |
| Admin fee / account holder | $825 | $7,993-89.7% | $15,914-94.8% | $6,940-88.1% |