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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 | $54,446 | $88,672-38.6% | $105,223-48.3% | $82,448-34.0% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.5pp |
| Annual return | 12.30% | 30.86%-18.6pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $778 | $3,048-74.5% | $3,689-78.9% | $2,551-69.5% |
| Participant deferral / active EE | $4,430 | $4,036+9.8% | $5,072-12.7% | $4,139+7.0% |
| Admin fee / account holder | $6,830 | $7,146-4.4% | $8,859-22.9% | $7,234-5.6% |