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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 | $17,564 | $56,894-69.1% | $84,753-79.3% | $62,881-72.1% |
| Participation rate | 76.6% | 68.5%+8.1pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 3.69% | 6.30%-2.6pp | 22.78%-19.1pp | 20.14%-16.4pp |
| Employer contribution / active EE | $266 | $2,400-88.9% | $3,574-92.5% | $2,281-88.3% |
| Participant deferral / active EE | $1,393 | $2,709-48.6% | $3,712-62.5% | $3,203-56.5% |
| Admin fee / account holder | $2,721 | $3,581-24.0% | $5,333-49.0% | $4,296-36.7% |