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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 | $22,133 | $81,504-72.8% | $102,437-78.4% | $80,959-72.7% |
| Participation rate | 84.5% | 66.9%+17.7pp | 74.5%+10.0pp | 67.7%+16.9pp |
| Annual return | 9.85% | 25.60%-15.7pp | 24.95%-15.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $595 | $3,104-80.8% | $3,871-84.6% | $2,757-78.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $389 | $6,719-94.2% | $8,388-95.4% | $6,925-94.4% |