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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 | $35,561 | $72,269-50.8% | $101,271-64.9% | $79,852-55.5% |
| Participation rate | 84.0% | 68.5%+15.5pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | 5.44% | 22.29%-16.9pp | 46.48%-41.0pp | 31.72%-26.3pp |
| Employer contribution / active EE | $393 | $2,692-85.4% | $3,660-89.3% | $2,471-84.1% |
| Participant deferral / active EE | $1,572 | $3,282-52.1% | $4,371-64.0% | $3,740-58.0% |
| Admin fee / account holder | $2,599 | $4,401-40.9% | $5,948-56.3% | $5,306-51.0% |