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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 | $55,321 | $86,288-35.9% | $111,306-50.3% | $85,851-35.6% |
| Participation rate | 80.0% | 73.3%+6.7pp | 77.3%+2.7pp | 69.3%+10.7pp |
| Annual return | 4.90% | 19.99%-15.1pp | 54.67%-49.8pp | 318.63%-313.7pp |
| Employer contribution / active EE | $350 | $2,044-82.9% | $2,732-87.2% | $2,565-86.4% |
| Participant deferral / active EE | $3,046 | $3,641-16.3% | $4,488-32.1% | $3,952-22.9% |
| Admin fee / account holder | $7,320 | $8,189-10.6% | $7,966-8.1% | $6,261+16.9% |