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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 | $54,494 | $72,492-24.8% | $87,104-37.4% | $72,975-25.3% |
| Participation rate | 75.8% | 72.8%+2.9pp | 76.9%-1.1pp | 69.5%+6.3pp |
| Annual return | 15.32% | 24.46%-9.1pp | 28.19%-12.9pp | 81.01%-65.7pp |
| Employer contribution / active EE | $407 | $1,894-78.5% | $2,521-83.9% | $2,440-83.3% |
| Participant deferral / active EE | $3,271 | $3,2700% | $4,048-19.2% | $3,608-9.3% |
| Admin fee / account holder | $12,303 | $5,055+143.4% | $7,491+64.2% | $5,124+140.1% |