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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 | $63,250 | $111,814-43.4% | $103,374-38.8% | $145,959-56.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 4.80% | 24.77%-20.0pp | 24.89%-20.1pp | 561.95%-557.2pp |
| Employer contribution / active EE | $509 | $4,214-87.9% | $3,869-86.8% | $4,661-89.1% |
| Participant deferral / active EE | $2,500 | $5,618-55.5% | $5,058-50.6% | $6,689-62.6% |
| Admin fee / account holder | $1,816 | $9,754-81.4% | $8,394-78.4% | $13,398-86.4% |