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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 | $66,835 | $95,404-29.9% | $113,397-41.1% | $82,637-19.1% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 6.83% | 19.08%-12.3pp | 23.20%-16.4pp | 53.51%-46.7pp |
| Employer contribution / active EE | $503 | $2,307-78.2% | $2,977-83.1% | $2,552-80.3% |
| Participant deferral / active EE | $2,516 | $4,220-40.4% | $5,076-50.4% | $4,126-39.0% |
| Admin fee / account holder | $23,092 | $9,168+151.9% | $11,957+93.1% | $7,339+214.7% |