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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 | $54,490 | $73,787-26.2% | $98,716-44.8% | $82,448-33.9% |
| Participation rate | 74.4% | 61.4%+13.0pp | 69.3%+5.1pp | 68.1%+6.3pp |
| Annual return | 10.48% | 18.57%-8.1pp | 31.81%-21.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $323 | $1,511-78.6% | $2,279-85.8% | $2,551-87.4% |
| Participant deferral / active EE | $3,057 | $3,081-0.8% | $4,048-24.5% | $4,139-26.1% |
| Admin fee / account holder | $5,826 | $6,500-10.4% | $8,703-33.1% | $7,234-19.5% |