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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 | $66,460 | $138,386-52.0% | $184,260-63.9% | $80,935-17.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 9.34% | 20.02%-10.7pp | 28.84%-19.5pp | 35.66%-26.3pp |
| Employer contribution / active EE | $496 | $4,851-89.8% | $6,427-92.3% | $2,757-82.0% |
| Participant deferral / active EE | $3,244 | $7,076-54.2% | $9,133-64.5% | $4,299-24.6% |
| Admin fee / account holder | $5,086 | $10,489-51.5% | $13,898-63.4% | $6,924-26.5% |