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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 | $45,667 | $76,551-40.3% | $123,894-63.1% | $62,881-27.4% |
| Participation rate | 73.0% | 73.0%+0.1pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 1.94% | 18.68%-16.7pp | 47.52%-45.6pp | 20.14%-18.2pp |
| Employer contribution / active EE | $286 | $2,882-90.1% | $4,617-93.8% | $2,281-87.4% |
| Participant deferral / active EE | $4,855 | $4,840+0.3% | $5,984-18.9% | $3,203+51.6% |
| Admin fee / account holder | $20,303 | $4,826+320.7% | $8,357+142.9% | $4,296+372.6% |