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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 | $44,994 | $88,672-49.3% | $105,223-57.2% | $82,448-45.4% |
| Participation rate | 74.5% | 67.9%+6.5pp | 75.0%-0.6pp | 68.1%+6.4pp |
| Annual return | 11.54% | 30.86%-19.3pp | 180.65%-169.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $735 | $3,048-75.9% | $3,689-80.1% | $2,551-71.2% |
| Participant deferral / active EE | $2,382 | $4,036-41.0% | $5,072-53.0% | $4,139-42.5% |
| Admin fee / account holder | $6,640 | $7,146-7.1% | $8,859-25.0% | $7,234-8.2% |