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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 | $64,798 | $106,864-39.4% | $147,318-56.0% | $82,637-21.6% |
| Participation rate | 70.2% | 75.5%-5.3pp | 82.1%-11.9pp | 68.1%+2.2pp |
| Annual return | 13.19% | 27.49%-14.3pp | 70.43%-57.2pp | 53.51%-40.3pp |
| Employer contribution / active EE | $543 | $3,417-84.1% | $4,593-88.2% | $2,552-78.7% |
| Participant deferral / active EE | $2,489 | $6,496-61.7% | $7,906-68.5% | $4,126-39.7% |
| Admin fee / account holder | $5,980 | $8,415-28.9% | $13,708-56.4% | $7,339-18.5% |