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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 | $10,321 | $81,358-87.3% | $155,556-93.4% | $80,959-87.3% |
| Participation rate | 78.5% | 66.3%+12.2pp | 78.2%+0.2pp | 67.7%+10.8pp |
| Annual return | 10.07% | 33.39%-23.3pp | 64.84%-54.8pp | 35.67%-25.6pp |
| Employer contribution / active EE | $371 | $3,106-88.1% | $4,675-92.1% | $2,757-86.6% |
| Participant deferral / active EE | $1,997 | $3,455-42.2% | $5,631-64.5% | $4,300-53.6% |
| Admin fee / account holder | $1,416 | $7,994-82.3% | $15,885-91.1% | $6,925-79.6% |