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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 | $94,031-58.0% | $115,768-65.9% | $82,448-52.1% |
| Participation rate | 77.1% | 70.4%+6.7pp | 74.4%+2.7pp | 68.1%+9.1pp |
| Annual return | 10.95% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $553 | $2,323-76.2% | $2,940-81.2% | $2,551-78.3% |
| Participant deferral / active EE | $2,106 | $3,972-47.0% | $4,917-57.2% | $4,139-49.1% |
| Admin fee / account holder | $11,897 | $10,249+16.1% | $12,439-4.4% | $7,234+64.5% |