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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 | $49,952 | $117,904-57.6% | $102,457-51.2% | $145,978-65.8% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 7.85% | 31.80%-23.9pp | 29.41%-21.6pp | 550.52%-542.7pp |
| Employer contribution / active EE | $420 | $3,613-88.4% | $3,022-86.1% | $4,662-91.0% |
| Participant deferral / active EE | $2,219 | $5,733-61.3% | $5,054-56.1% | $6,690-66.8% |
| Admin fee / account holder | $3,452 | $13,329-74.1% | $9,451-63.5% | $13,400-74.2% |