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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 | $100,194-41.9% | $122,979-52.7% | $86,983-33.1% |
| Participation rate | 81.5% | 73.0%+8.5pp | 77.2%+4.3pp | 69.5%+11.9pp |
| Annual return | 8.92% | 16.47%-7.6pp | 20.12%-11.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $462 | $2,326-80.2% | $3,062-84.9% | $2,584-82.1% |
| Participant deferral / active EE | $2,251 | $4,133-45.6% | $5,003-55.0% | $4,194-46.3% |
| Admin fee / account holder | $1,345 | $10,148-86.7% | $12,864-89.5% | $7,856-82.9% |