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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 | $47,824 | $60,349-20.8% | $74,184-35.5% | $62,881-23.9% |
| Participation rate | 71.2% | 72.7%-1.5pp | 76.6%-5.4pp | 69.3%+1.9pp |
| Annual return | 4.47% | 21.38%-16.9pp | 17.74%-13.3pp | 20.14%-15.7pp |
| Employer contribution / active EE | $236 | $1,680-85.9% | $2,370-90.0% | $2,281-89.6% |
| Participant deferral / active EE | $2,810 | $2,856-1.6% | $3,550-20.8% | $3,203-12.3% |
| Admin fee / account holder | $6,866 | $4,261+61.2% | $5,586+22.9% | $4,296+59.8% |