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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 | $68,473 | $102,638-33.3% | $81,991-16.5% | $158,966-56.9% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.3%+12.6pp | 82.0%-0.1pp |
| Annual return | 4.48% | 61.05%-56.6pp | 41.31%-36.8pp | 302.95%-298.5pp |
| Employer contribution / active EE | $325 | $3,241-90.0% | $2,498-87.0% | $4,762-93.2% |
| Participant deferral / active EE | $2,750 | $4,649-40.9% | $3,722-26.1% | $5,983-54.0% |
| Admin fee / account holder | $6,817 | $8,237-17.2% | $5,665+20.3% | $11,250-39.4% |