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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 | $80,435 | $86,949-7.5% | $102,460-21.5% | $80,959-0.6% |
| Participation rate | 71.9% | 72.4%-0.5pp | 76.5%-4.6pp | 67.7%+4.2pp |
| Annual return | 6.35% | 18.89%-12.5pp | 29.47%-23.1pp | 35.67%-29.3pp |
| Employer contribution / active EE | $520 | $2,370-78.0% | $3,025-82.8% | $2,757-81.1% |
| Participant deferral / active EE | $3,139 | $4,121-23.8% | $5,056-37.9% | $4,300-27.0% |
| Admin fee / account holder | $1,654 | $8,048-79.4% | $9,460-82.5% | $6,925-76.1% |