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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 | $18,339 | $81,358-77.5% | $155,556-88.2% | $80,959-77.3% |
| Participation rate | 75.3% | 66.3%+9.1pp | 78.2%-2.9pp | 67.7%+7.7pp |
| Annual return | 8.94% | 33.39%-24.4pp | 64.84%-55.9pp | 35.67%-26.7pp |
| Employer contribution / active EE | $260 | $3,106-91.6% | $4,675-94.4% | $2,757-90.6% |
| Participant deferral / active EE | $2,153 | $3,455-37.7% | $5,631-61.8% | $4,300-49.9% |
| Admin fee / account holder | $1,801 | $7,994-77.5% | $15,885-88.7% | $6,925-74.0% |