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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 | $32,317 | $47,848-32.5% | $81,473-60.3% | $70,126-53.9% |
| Participation rate | 88.1% | 58.3%+29.9pp | 68.0%+20.2pp | 69.5%+18.6pp |
| Annual return | 9.18% | 27.25%-18.1pp | 38.78%-29.6pp | 73.15%-64.0pp |
| Employer contribution / active EE | $205 | $1,527-86.6% | $2,568-92.0% | $2,343-91.2% |
| Participant deferral / active EE | $2,284 | $2,453-6.9% | $3,537-35.4% | $3,332-31.4% |
| Admin fee / account holder | $7,184 | $3,145+128.4% | $4,561+57.5% | $4,645+54.6% |