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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 | $31,075 | $81,457-61.9% | $103,378-69.9% | $80,911-61.6% |
| Participation rate | 90.2% | 66.8%+23.3pp | 74.5%+15.7pp | 67.6%+22.5pp |
| Annual return | 9.85% | 25.58%-15.7pp | 24.91%-15.1pp | 35.63%-25.8pp |
| Employer contribution / active EE | $492 | $3,107-84.2% | $3,870-87.3% | $2,756-82.1% |
| Participant deferral / active EE | $2,154 | $3,871-44.4% | $5,058-57.4% | $4,297-49.9% |
| Admin fee / account holder | $3,895 | $6,717-42.0% | $8,401-53.6% | $6,935-43.8% |