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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 | $54,063 | $109,359-50.6% | $162,171-66.7% | $72,983-25.9% |
| Participation rate | 92.1% | 84.3%+7.8pp | 87.6%+4.5pp | 69.5%+22.6pp |
| Annual return | 1.73% | 25.46%-23.7pp | 115.60%-113.9pp | 81.01%-79.3pp |
| Employer contribution / active EE | $373 | $3,907-90.5% | $5,613-93.4% | $2,440-84.7% |
| Participant deferral / active EE | $2,680 | $5,481-51.1% | $7,297-63.3% | $3,608-25.7% |
| Admin fee / account holder | $1,306 | $7,972-83.6% | $10,843-88.0% | $5,124-74.5% |