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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 | $20,179 | $124,425-83.8% | $112,040-82.0% | $137,256-85.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 8.35% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.0pp |
| Employer contribution / active EE | $423 | $3,411-87.6% | $2,954-85.7% | $4,156-89.8% |
| Participant deferral / active EE | $1,982 | $5,718-65.3% | $5,098-61.1% | $6,407-69.1% |
| Admin fee / account holder | $8,869 | $15,207-41.7% | $12,098-26.7% | $12,270-27.7% |