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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 | $65,010 | $78,423-17.1% | $95,964-32.3% | $79,856-18.6% |
| Participation rate | 88.9% | 73.5%+15.4pp | 77.1%+11.8pp | 69.6%+19.2pp |
| Annual return | 8.24% | 19.37%-11.1pp | 91.64%-83.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $352 | $1,945-81.9% | $2,541-86.2% | $2,471-85.8% |
| Participant deferral / active EE | $2,846 | $3,440-17.3% | $4,167-31.7% | $3,741-23.9% |
| Admin fee / account holder | $3,705 | $5,622-34.1% | $6,797-45.5% | $5,306-30.2% |