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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 | $52,604 | $95,453-44.9% | $112,040-53.0% | $82,448-36.2% |
| Participation rate | 70.7% | 72.8%-2.1pp | 76.5%-5.8pp | 68.1%+2.6pp |
| Annual return | 12.06% | 23.92%-11.9pp | 24.52%-12.5pp | 41.64%-29.6pp |
| Employer contribution / active EE | $364 | $2,318-84.3% | $2,954-87.7% | $2,551-85.7% |
| Participant deferral / active EE | $2,140 | $4,224-49.3% | $5,098-58.0% | $4,139-48.3% |
| Admin fee / account holder | $947 | $9,013-89.5% | $12,098-92.2% | $7,234-86.9% |