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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 | $32,504 | $86,949-62.6% | $102,460-68.3% | $80,959-59.9% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 10.00% | 18.89%-8.9pp | 29.47%-19.5pp | 35.67%-25.7pp |
| Employer contribution / active EE | $138 | $2,370-94.2% | $3,025-95.4% | $2,757-95.0% |
| Participant deferral / active EE | $1,873 | $4,121-54.6% | $5,056-63.0% | $4,300-56.4% |
| Admin fee / account holder | $12,980 | $8,048+61.3% | $9,460+37.2% | $6,925+87.4% |