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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 | $95,453-30.0% | $112,040-40.3% | $82,448-18.9% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.5%-6.1pp | 68.1%+2.3pp |
| Annual return | 6.83% | 23.92%-17.1pp | 24.52%-17.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $503 | $2,318-78.3% | $2,954-83.0% | $2,551-80.3% |
| Participant deferral / active EE | $2,516 | $4,224-40.4% | $5,098-50.6% | $4,139-39.2% |
| Admin fee / account holder | $23,092 | $9,013+156.2% | $12,098+90.9% | $7,234+219.2% |