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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 | $54,448 | $78,423-30.6% | $95,964-43.3% | $79,856-31.8% |
| Participation rate | 78.2% | 73.5%+4.7pp | 77.1%+1.1pp | 69.6%+8.5pp |
| Annual return | 5.82% | 19.37%-13.6pp | 91.64%-85.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $337 | $1,945-82.7% | $2,541-86.7% | $2,471-86.4% |
| Participant deferral / active EE | $2,807 | $3,440-18.4% | $4,167-32.6% | $3,741-25.0% |
| Admin fee / account holder | $4,831 | $5,622-14.1% | $6,797-28.9% | $5,306-9.0% |