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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 | $65,545 | $72,492-9.6% | $87,102-24.7% | $72,983-10.2% |
| Participation rate | 72.3% | 72.8%-0.5pp | 76.9%-4.5pp | 69.5%+2.9pp |
| Annual return | 2.55% | 24.46%-21.9pp | 28.19%-25.6pp | 81.01%-78.5pp |
| Employer contribution / active EE | $140 | $1,894-92.6% | $2,521-94.5% | $2,440-94.3% |
| Participant deferral / active EE | $3,778 | $3,270+15.6% | $4,048-6.7% | $3,608+4.7% |
| Admin fee / account holder | $3,261 | $5,055-35.5% | $7,491-56.5% | $5,124-36.4% |