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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 | $20,990 | $118,467-82.3% | $98,450-78.7% | $139,456-84.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 8.27% | 18.95%-10.7pp | 21.16%-12.9pp | 373.45%-365.2pp |
| Employer contribution / active EE | $274 | $3,611-92.4% | $3,049-91.0% | $4,753-94.2% |
| Participant deferral / active EE | $2,210 | $5,393-59.0% | $4,739-53.4% | $6,711-67.1% |
| Admin fee / account holder | $6,319 | $14,057-55.0% | $8,961-29.5% | $11,407-44.6% |