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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 | $63,218 | $78,672-19.6% | $109,163-42.1% | $85,856-26.4% |
| Participation rate | 84.6% | 68.3%+16.3pp | 75.9%+8.7pp | 69.3%+15.3pp |
| Annual return | 10.50% | 25.09%-14.6pp | 25.75%-15.3pp | 318.58%-308.1pp |
| Employer contribution / active EE | $307 | $2,734-88.8% | $3,723-91.8% | $2,565-88.1% |
| Participant deferral / active EE | $2,962 | $3,467-14.6% | $4,654-36.4% | $3,952-25.1% |
| Admin fee / account holder | $3,050 | $5,470-44.2% | $6,754-54.8% | $6,261-51.3% |