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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 | $51,434 | $76,551-32.8% | $123,894-58.5% | $62,881-18.2% |
| Participation rate | 87.9% | 73.0%+14.9pp | 81.4%+6.5pp | 69.3%+18.6pp |
| Annual return | 5.17% | 18.68%-13.5pp | 47.52%-42.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $303 | $2,882-89.5% | $4,617-93.4% | $2,281-86.7% |
| Participant deferral / active EE | $7,523 | $4,840+55.4% | $5,984+25.7% | $3,203+134.9% |
| Admin fee / account holder | $15,945 | $4,826+230.4% | $8,357+90.8% | $4,296+271.2% |