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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 | $87,440 | $126,661-31.0% | $113,397-22.9% | $138,895-37.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 7.80% | 25.05%-17.3pp | 23.20%-15.4pp | 145.39%-137.6pp |
| Employer contribution / active EE | $562 | $3,456-83.7% | $2,977-81.1% | $4,194-86.6% |
| Participant deferral / active EE | $4,003 | $5,693-29.7% | $5,076-21.1% | $6,396-37.4% |
| Admin fee / account holder | $72,262 | $14,549+396.7% | $11,957+504.4% | $12,562+475.2% |