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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 | $54,502 | $81,487-33.1% | $102,412-46.8% | $80,935-32.7% |
| Participation rate | 86.0% | 66.8%+19.1pp | 74.5%+11.5pp | 67.7%+18.3pp |
| Annual return | 9.27% | 25.60%-16.3pp | 24.94%-15.7pp | 35.66%-26.4pp |
| Employer contribution / active EE | $401 | $3,103-87.1% | $3,870-89.6% | $2,757-85.4% |
| Participant deferral / active EE | $2,641 | $3,871-31.8% | $5,060-47.8% | $4,299-38.6% |
| Admin fee / account holder | $6,281 | $6,717-6.5% | $8,388-25.1% | $6,924-9.3% |