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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 | $227,291-68.6% | $214,702-66.8% | $155,188-54.0% |
| Participation rate | 85.0% | 88.0%-3.0pp | 87.5%-2.5pp | 80.8%+4.2pp |
| Annual return | 2.25% | 60.08%-57.8pp | 54.55%-52.3pp | 148.84%-146.6pp |
| Employer contribution / active EE | $506 | $6,772-92.5% | $6,461-92.2% | $4,248-88.1% |
| Participant deferral / active EE | $6,755 | $9,582-29.5% | $9,147-26.1% | $6,531+3.4% |
| Admin fee / account holder | $13,994 | $20,413-31.4% | $19,830-29.4% | $14,480-3.4% |