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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 | $28,770 | $43,075-33.2% | $74,577-61.4% | $62,881-54.2% |
| Participation rate | 87.7% | 58.1%+29.6pp | 68.1%+19.6pp | 69.3%+18.4pp |
| Annual return | 4.30% | 17.50%-13.2pp | 20.47%-16.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $187 | $1,498-87.5% | $2,525-92.6% | $2,281-91.8% |
| Participant deferral / active EE | $1,833 | $2,389-23.3% | $3,458-47.0% | $3,203-42.8% |
| Admin fee / account holder | $2,764 | $2,840-2.7% | $4,138-33.2% | $4,296-35.7% |