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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 | $29,872 | $76,371-60.9% | $93,621-68.1% | $72,976-59.1% |
| Participation rate | 73.2% | 71.8%+1.5pp | 75.8%-2.6pp | 69.5%+3.7pp |
| Annual return | 15.40% | 25.82%-10.4pp | 32.76%-17.4pp | 81.02%-65.6pp |
| Employer contribution / active EE | $229 | $2,276-89.9% | $2,719-91.6% | $2,440-90.6% |
| Participant deferral / active EE | $2,562 | $3,538-27.6% | $4,070-37.0% | $3,608-29.0% |
| Admin fee / account holder | $2,284 | $6,839-66.6% | $7,890-71.0% | $5,124-55.4% |