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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 | $71,382 | $223,823-68.1% | $211,142-66.2% | $154,746-53.9% |
| Participation rate | 85.0% | 87.9%-2.9pp | 87.3%-2.3pp | 80.7%+4.3pp |
| Annual return | 2.25% | 50.39%-48.1pp | 46.84%-44.6pp | 172.34%-170.1pp |
| Employer contribution / active EE | $506 | $6,787-92.6% | $6,442-92.2% | $4,379-88.5% |
| Participant deferral / active EE | $6,755 | $9,750-30.7% | $9,284-27.2% | $6,730+0.4% |
| Admin fee / account holder | $13,994 | $19,707-29.0% | $19,076-26.6% | $14,365-2.6% |