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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 | $36,681 | $95,453-61.6% | $112,040-67.3% | $82,448-55.5% |
| Participation rate | 78.1% | 72.8%+5.4pp | 76.5%+1.6pp | 68.1%+10.1pp |
| Annual return | 2.15% | 23.92%-21.8pp | 24.52%-22.4pp | 41.64%-39.5pp |
| Employer contribution / active EE | $446 | $2,318-80.8% | $2,954-84.9% | $2,551-82.5% |
| Participant deferral / active EE | $5,858 | $4,224+38.7% | $5,098+14.9% | $4,139+41.5% |
| Admin fee / account holder | $41,422 | $9,013+359.6% | $12,098+242.4% | $7,234+472.6% |