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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 | $84,776 | $117,895-28.1% | $102,460-17.3% | $145,897-41.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 5.45% | 31.92%-26.5pp | 29.47%-24.0pp | 552.29%-546.8pp |
| Employer contribution / active EE | $429 | $3,619-88.2% | $3,025-85.8% | $4,663-90.8% |
| Participant deferral / active EE | $2,276 | $5,736-60.3% | $5,056-55.0% | $6,689-66.0% |
| Admin fee / account holder | $5,777 | $13,353-56.7% | $9,460-38.9% | $13,390-56.9% |