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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 | $54,999 | $89,259-38.4% | $107,187-48.7% | $82,637-33.4% |
| Participation rate | 73.8% | 67.9%+5.9pp | 75.0%-1.2pp | 68.1%+5.8pp |
| Annual return | 12.31% | 21.02%-8.7pp | 204.55%-192.2pp | 53.51%-41.2pp |
| Employer contribution / active EE | $689 | $3,080-77.6% | $3,782-81.8% | $2,552-73.0% |
| Participant deferral / active EE | $2,730 | $4,037-32.4% | $5,096-46.4% | $4,126-33.8% |
| Admin fee / account holder | $3,210 | $7,381-56.5% | $9,162-65.0% | $7,339-56.3% |