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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 | $67,548 | $86,949-22.3% | $102,460-34.1% | $80,959-16.6% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.2pp | 67.7%+6.7pp |
| Annual return | 8.21% | 18.89%-10.7pp | 29.47%-21.3pp | 35.67%-27.5pp |
| Employer contribution / active EE | $432 | $2,370-81.8% | $3,025-85.7% | $2,757-84.3% |
| Participant deferral / active EE | $2,881 | $4,121-30.1% | $5,056-43.0% | $4,300-33.0% |
| Admin fee / account holder | $3,156 | $8,048-60.8% | $9,460-66.6% | $6,925-54.4% |