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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 | $51,158 | $72,486-29.4% | $87,103-41.3% | $72,976-29.9% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.9%-6.9pp | 69.5%+0.5pp |
| Annual return | 15.63% | 24.46%-8.8pp | 28.19%-12.6pp | 81.02%-65.4pp |
| Employer contribution / active EE | $346 | $1,894-81.7% | $2,521-86.3% | $2,440-85.8% |
| Participant deferral / active EE | $2,307 | $3,270-29.4% | $4,049-43.0% | $3,608-36.1% |
| Admin fee / account holder | $1,342 | $5,055-73.4% | $7,491-82.1% | $5,124-73.8% |