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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 | $42,292 | $83,485-49.3% | $125,180-66.2% | $72,983-42.1% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 15.99% | 25.78%-9.8pp | 43.79%-27.8pp | 81.01%-65.0pp |
| Employer contribution / active EE | $231 | $2,346-90.1% | $3,866-94.0% | $2,440-90.5% |
| Participant deferral / active EE | $1,753 | $3,586-51.1% | $4,937-64.5% | $3,608-51.4% |
| Admin fee / account holder | $5,840 | $5,518+5.8% | $9,703-39.8% | $5,124+14.0% |