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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 | $33,056 | $76,834-57.0% | $108,359-69.5% | $87,485-62.2% |
| Participation rate | 80.8% | 61.7%+19.0pp | 70.1%+10.6pp | 68.9%+11.8pp |
| Annual return | 4.25% | 19.09%-14.8pp | 36.89%-32.6pp | 26.06%-21.8pp |
| Employer contribution / active EE | $293 | $1,556-81.2% | $2,399-87.8% | $2,596-88.7% |
| Participant deferral / active EE | $1,349 | $3,100-56.5% | $4,137-67.4% | $4,274-68.4% |
| Admin fee / account holder | $50,579 | $6,537+673.7% | $9,741+419.2% | $7,775+550.6% |