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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 | $60,578 | $81,403-25.6% | $147,027-58.8% | $87,485-30.8% |
| Participation rate | 72.0% | 63.4%+8.6pp | 73.7%-1.7pp | 68.9%+3.1pp |
| Annual return | 10.31% | 16.51%-6.2pp | 20.23%-9.9pp | 26.06%-15.8pp |
| Employer contribution / active EE | $273 | $2,205-87.6% | $3,626-92.5% | $2,596-89.5% |
| Participant deferral / active EE | $2,638 | $3,315-20.4% | $4,933-46.5% | $4,274-38.3% |
| Admin fee / account holder | $4,694 | $6,755-30.5% | $12,223-61.6% | $7,775-39.6% |