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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 | $76,801 | $86,940-11.7% | $102,434-25.0% | $80,935-5.1% |
| Participation rate | 74.1% | 72.4%+1.7pp | 76.5%-2.4pp | 67.7%+6.4pp |
| Annual return | 7.02% | 18.89%-11.9pp | 29.46%-22.4pp | 35.66%-28.6pp |
| Employer contribution / active EE | $595 | $2,370-74.9% | $3,023-80.3% | $2,757-78.4% |
| Participant deferral / active EE | $2,988 | $4,121-27.5% | $5,055-40.9% | $4,299-30.5% |
| Admin fee / account holder | $414 | $8,047-94.9% | $9,462-95.6% | $6,924-94.0% |