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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 | $68,160 | $143,969-52.7% | $199,883-65.9% | $82,637-17.5% |
| Participation rate | 75.7% | 84.1%-8.5pp | 86.8%-11.1pp | 68.1%+7.6pp |
| Annual return | 10.71% | 25.67%-15.0pp | 43.81%-33.1pp | 53.51%-42.8pp |
| Employer contribution / active EE | $594 | $4,632-87.2% | $6,261-90.5% | $2,552-76.7% |
| Participant deferral / active EE | $4,917 | $6,937-29.1% | $9,138-46.2% | $4,126+19.2% |
| Admin fee / account holder | $17,073 | $14,597+17.0% | $17,268-1.1% | $7,339+132.6% |