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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 | $58,398 | $78,423-25.5% | $95,964-39.1% | $79,856-26.9% |
| Participation rate | 83.7% | 73.5%+10.2pp | 77.1%+6.6pp | 69.6%+14.0pp |
| Annual return | 8.80% | 19.37%-10.6pp | 91.64%-82.8pp | 31.71%-22.9pp |
| Employer contribution / active EE | $442 | $1,945-77.3% | $2,541-82.6% | $2,471-82.1% |
| Participant deferral / active EE | $1,804 | $3,440-47.6% | $4,167-56.7% | $3,741-51.8% |
| Admin fee / account holder | $2,066 | $5,622-63.3% | $6,797-69.6% | $5,306-61.1% |