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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 | $100,194-30.6% | $122,979-43.4% | $86,983-20.0% |
| Participation rate | 74.4% | 73.0%+1.4pp | 77.2%-2.8pp | 69.5%+4.8pp |
| Annual return | 10.66% | 16.47%-5.8pp | 20.12%-9.5pp | 25.83%-15.2pp |
| Employer contribution / active EE | $614 | $2,326-73.6% | $3,062-80.0% | $2,584-76.3% |
| Participant deferral / active EE | $3,140 | $4,133-24.0% | $5,003-37.2% | $4,194-25.1% |
| Admin fee / account holder | $1,963 | $10,148-80.7% | $12,864-84.7% | $7,856-75.0% |