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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 | $59,817 | $67,602-11.5% | $82,312-27.3% | $70,126-14.7% |
| Participation rate | 74.2% | 72.8%+1.4pp | 76.9%-2.7pp | 69.5%+4.7pp |
| Annual return | 6.38% | 21.57%-15.2pp | 25.88%-19.5pp | 73.15%-66.8pp |
| Employer contribution / active EE | $294 | $1,755-83.3% | $2,428-87.9% | $2,343-87.5% |
| Participant deferral / active EE | $1,959 | $2,987-34.4% | $3,706-47.1% | $3,332-41.2% |
| Admin fee / account holder | $9,526 | $4,512+111.1% | $5,608+69.9% | $4,645+105.1% |