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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 | $56,805 | $80,985-29.9% | $96,576-41.2% | $75,181-24.4% |
| Participation rate | 87.3% | 71.8%+15.5pp | 76.0%+11.3pp | 67.2%+20.1pp |
| Annual return | 9.12% | 27.05%-17.9pp | 25.87%-16.8pp | 160.69%-151.6pp |
| Employer contribution / active EE | $245 | $2,282-89.3% | $2,965-91.7% | $2,671-90.8% |
| Participant deferral / active EE | $2,265 | $3,929-42.4% | $4,851-53.3% | $4,126-45.1% |
| Admin fee / account holder | $2,781 | $6,719-58.6% | $8,253-66.3% | $5,650-50.8% |