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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 | $30,377 | $67,894-55.3% | $89,340-66.0% | $82,448-63.2% |
| Participation rate | 76.7% | 64.0%+12.7pp | 69.6%+7.2pp | 68.1%+8.7pp |
| Annual return | 8.77% | 19.21%-10.4pp | 20.57%-11.8pp | 41.64%-32.9pp |
| Employer contribution / active EE | $207 | $1,828-88.7% | $2,231-90.7% | $2,551-91.9% |
| Participant deferral / active EE | $1,680 | $3,072-45.3% | $3,823-56.0% | $4,139-59.4% |
| Admin fee / account holder | $1,174 | $5,723-79.5% | $6,704-82.5% | $7,234-83.8% |