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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 | $56,700 | $106,524-46.8% | $152,301-62.8% | $87,485-35.2% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.4%-5.3pp | 68.9%+8.2pp |
| Annual return | 13.15% | 26.89%-13.7pp | 80.50%-67.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $329 | $3,371-90.2% | $4,624-92.9% | $2,596-87.3% |
| Participant deferral / active EE | $2,836 | $6,525-56.5% | $8,004-64.6% | $4,274-33.6% |
| Admin fee / account holder | $1,283 | $8,287-84.5% | $14,398-91.1% | $7,775-83.5% |