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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 | $80,018 | $101,302-21.0% | $149,600-46.5% | $82,637-3.2% |
| Participation rate | 89.3% | 72.5%+16.8pp | 77.2%+12.1pp | 68.1%+21.2pp |
| Annual return | 13.52% | 21.39%-7.9pp | 129.59%-116.1pp | 53.51%-40.0pp |
| Employer contribution / active EE | $336 | $3,099-89.1% | $4,193-92.0% | $2,552-86.8% |
| Participant deferral / active EE | $3,363 | $5,589-39.8% | $7,203-53.3% | $4,126-18.5% |
| Admin fee / account holder | $2,173 | $8,449-74.3% | $13,963-84.4% | $7,339-70.4% |