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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 | $62,435 | $101,795-38.7% | $165,100-62.2% | $80,959-22.9% |
| Participation rate | 77.1% | 71.8%+5.3pp | 78.6%-1.5pp | 67.7%+9.5pp |
| Annual return | 10.47% | 16.73%-6.3pp | 70.21%-59.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $430 | $2,954-85.4% | $4,348-90.1% | $2,757-84.4% |
| Participant deferral / active EE | $2,746 | $4,476-38.6% | $6,035-54.5% | $4,300-36.1% |
| Admin fee / account holder | $2,418 | $8,221-70.6% | $12,696-81.0% | $6,925-65.1% |