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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 | $29,126 | $77,419-62.4% | $69,461-58.1% | $152,885-80.9% |
| Participation rate | 71.4% | 78.1%-6.7pp | 74.6%-3.2pp | 82.5%-11.0pp |
| Annual return | 2.46% | 39.07%-36.6pp | 28.97%-26.5pp | 345.39%-342.9pp |
| Employer contribution / active EE | $329 | $3,315-90.1% | $2,779-88.2% | $4,763-93.1% |
| Participant deferral / active EE | $5,041 | $4,414+14.2% | $3,536+42.6% | $5,851-13.8% |
| Admin fee / account holder | $4,290 | $6,207-30.9% | $3,840+11.7% | $11,598-63.0% |