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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 | $72,607-58.2% | $90,259-66.3% | $87,485-65.3% |
| Participation rate | 76.7% | 64.8%+11.9pp | 70.7%+6.0pp | 68.9%+7.8pp |
| Annual return | 8.77% | 18.59%-9.8pp | 18.88%-10.1pp | 26.06%-17.3pp |
| Employer contribution / active EE | $207 | $1,919-89.2% | $2,291-91.0% | $2,596-92.0% |
| Participant deferral / active EE | $1,680 | $3,055-45.0% | $3,827-56.1% | $4,274-60.7% |
| Admin fee / account holder | $1,174 | $5,947-80.3% | $7,267-83.8% | $7,775-84.9% |