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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 | $117,904-28.1% | $102,457-17.3% | $145,978-41.9% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 5.45% | 31.80%-26.3pp | 29.41%-24.0pp | 550.52%-545.1pp |
| Employer contribution / active EE | $429 | $3,613-88.1% | $3,022-85.8% | $4,662-90.8% |
| Participant deferral / active EE | $2,276 | $5,733-60.3% | $5,054-55.0% | $6,690-66.0% |
| Admin fee / account holder | $5,777 | $13,329-56.7% | $9,451-38.9% | $13,400-56.9% |