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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 | $59,916 | $81,504-26.5% | $102,437-41.5% | $80,959-26.0% |
| Participation rate | 75.0% | 66.9%+8.1pp | 74.5%+0.5pp | 67.7%+7.3pp |
| Annual return | 8.45% | 25.60%-17.1pp | 24.95%-16.5pp | 35.67%-27.2pp |
| Employer contribution / active EE | $519 | $3,104-83.3% | $3,871-86.6% | $2,757-81.2% |
| Participant deferral / active EE | $6,989 | $3,871+80.5% | $5,060+38.1% | $4,300+62.5% |
| Admin fee / account holder | $4,323 | $6,719-35.7% | $8,388-48.5% | $6,925-37.6% |