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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 | $41,336 | $79,557-48.0% | $118,746-65.2% | $70,124-41.1% |
| Participation rate | 78.9% | 71.4%+7.6pp | 78.3%+0.7pp | 69.5%+9.4pp |
| Annual return | 11.07% | 25.64%-14.6pp | 24.54%-13.5pp | 73.14%-62.1pp |
| Employer contribution / active EE | $277 | $2,861-90.3% | $4,193-93.4% | $2,342-88.2% |
| Participant deferral / active EE | $2,334 | $4,089-42.9% | $5,332-56.2% | $3,332-30.0% |
| Admin fee / account holder | $13,821 | $5,374+157.2% | $10,720+28.9% | $4,645+197.5% |