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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 | $197,548 | $162,785+21.4% | $133,959+47.5% | $158,950+24.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 2.34% | 41.94%-39.6pp | 45.09%-42.8pp | 302.91%-300.6pp |
| Employer contribution / active EE | $641 | $4,975-87.1% | $3,919-83.6% | $4,762-86.5% |
| Participant deferral / active EE | $2,465 | $5,910-58.3% | $5,047-51.2% | $5,983-58.8% |
| Admin fee / account holder | $1,984 | $11,738-83.1% | $8,928-77.8% | $11,248-82.4% |