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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 | $79,472 | $112,729-29.5% | $98,716-19.5% | $137,256-42.1% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 8.55% | 38.48%-29.9pp | 31.81%-23.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $271 | $2,725-90.0% | $2,279-88.1% | $4,156-93.5% |
| Participant deferral / active EE | $1,991 | $4,640-57.1% | $4,048-50.8% | $6,407-68.9% |
| Admin fee / account holder | $470 | $10,129-95.4% | $8,703-94.6% | $12,270-96.2% |