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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 | $69,579 | $95,404-27.1% | $113,397-38.6% | $82,637-15.8% |
| Participation rate | 74.4% | 72.8%+1.5pp | 76.5%-2.1pp | 68.1%+6.3pp |
| Annual return | 10.66% | 19.08%-8.4pp | 23.20%-12.5pp | 53.51%-42.8pp |
| Employer contribution / active EE | $614 | $2,307-73.4% | $2,977-79.4% | $2,552-76.0% |
| Participant deferral / active EE | $3,140 | $4,220-25.6% | $5,076-38.1% | $4,126-23.9% |
| Admin fee / account holder | $1,963 | $9,168-78.6% | $11,957-83.6% | $7,339-73.2% |