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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 | $77,988 | $117,904-33.9% | $102,457-23.9% | $145,978-46.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.42% | 31.80%-24.4pp | 29.41%-22.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $415 | $3,613-88.5% | $3,022-86.3% | $4,662-91.1% |
| Participant deferral / active EE | $1,920 | $5,733-66.5% | $5,054-62.0% | $6,690-71.3% |
| Admin fee / account holder | $1,861 | $13,329-86.0% | $9,451-80.3% | $13,400-86.1% |