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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 | $100,190 | $83,485+20.0% | $125,195-20.0% | $72,976+37.3% |
| Participation rate | 89.7% | 73.3%+16.4pp | 79.8%+9.9pp | 69.5%+20.2pp |
| Annual return | 1.84% | 25.77%-23.9pp | 43.79%-41.9pp | 81.02%-79.2pp |
| Employer contribution / active EE | $147 | $2,346-93.7% | $3,866-96.2% | $2,440-94.0% |
| Participant deferral / active EE | $2,235 | $3,586-37.7% | $4,937-54.7% | $3,608-38.1% |
| Admin fee / account holder | $3,309 | $5,518-40.0% | $9,704-65.9% | $5,124-35.4% |