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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 | $54,441 | $72,486-24.9% | $87,103-37.5% | $72,976-25.4% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.1pp | 69.5%+2.2pp |
| Annual return | 1.89% | 24.46%-22.6pp | 28.19%-26.3pp | 81.02%-79.1pp |
| Employer contribution / active EE | $423 | $1,894-77.7% | $2,521-83.2% | $2,440-82.7% |
| Participant deferral / active EE | $2,390 | $3,270-26.9% | $4,049-41.0% | $3,608-33.7% |
| Admin fee / account holder | $416 | $5,055-91.8% | $7,491-94.4% | $5,124-91.9% |