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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 | $39,456 | $94,436-58.2% | $115,599-65.9% | $82,637-52.3% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.3%+2.9pp | 68.1%+9.1pp |
| Annual return | 10.95% | 18.37%-7.4pp | 111.10%-100.1pp | 53.51%-42.6pp |
| Employer contribution / active EE | $553 | $2,324-76.2% | $2,955-81.3% | $2,552-78.3% |
| Participant deferral / active EE | $2,106 | $3,955-46.7% | $4,889-56.9% | $4,126-49.0% |
| Admin fee / account holder | $11,897 | $10,328+15.2% | $12,841-7.3% | $7,339+62.1% |