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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 | $58,214 | $97,550-40.3% | $120,344-51.6% | $87,485-33.5% |
| Participation rate | 81.5% | 72.8%+8.7pp | 76.7%+4.8pp | 68.9%+12.5pp |
| Annual return | 8.92% | 18.41%-9.5pp | 20.30%-11.4pp | 26.06%-17.1pp |
| Employer contribution / active EE | $462 | $2,291-79.9% | $3,020-84.7% | $2,596-82.2% |
| Participant deferral / active EE | $2,251 | $4,230-46.8% | $5,135-56.2% | $4,274-47.3% |
| Admin fee / account holder | $1,345 | $9,543-85.9% | $12,742-89.4% | $7,775-82.7% |