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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 | $29,712 | $93,589-68.3% | $135,942-78.1% | $75,181-60.5% |
| Participation rate | 85.2% | 75.2%+10.0pp | 81.9%+3.3pp | 67.2%+18.0pp |
| Annual return | 13.84% | 30.90%-17.1pp | 68.28%-54.4pp | 160.69%-146.8pp |
| Employer contribution / active EE | $303 | $3,537-91.4% | $4,858-93.8% | $2,671-88.7% |
| Participant deferral / active EE | $3,702 | $6,405-42.2% | $7,759-52.3% | $4,126-10.3% |
| Admin fee / account holder | $3,637 | $6,977-47.9% | $10,764-66.2% | $5,650-35.6% |