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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 | $29,262 | $64,920-54.9% | $103,693-71.8% | $86,983-66.4% |
| Participation rate | 80.0% | 63.6%+16.4pp | 72.6%+7.4pp | 69.5%+10.5pp |
| Annual return | 6.70% | 30.29%-23.6pp | 47.61%-40.9pp | 25.83%-19.1pp |
| Employer contribution / active EE | $31 | $2,141-98.6% | $2,920-98.9% | $2,584-98.8% |
| Participant deferral / active EE | $4,565 | $3,241+40.9% | $4,579-0.3% | $4,194+8.9% |
| Admin fee / account holder | $5,714 | $6,191-7.7% | $7,858-27.3% | $7,856-27.3% |