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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 | $81,262-87.3% | $155,602-93.4% | $80,911-87.2% |
| Participation rate | 78.5% | 66.2%+12.2pp | 78.2%+0.3pp | 67.6%+10.8pp |
| Annual return | 10.07% | 33.34%-23.3pp | 64.81%-54.7pp | 35.63%-25.6pp |
| Employer contribution / active EE | $371 | $3,102-88.1% | $4,675-92.1% | $2,756-86.6% |
| Participant deferral / active EE | $1,997 | $3,451-42.1% | $5,629-64.5% | $4,297-53.5% |
| Admin fee / account holder | $1,416 | $7,992-82.3% | $15,923-91.1% | $6,935-79.6% |