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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 | $49,285 | $116,203-57.6% | $93,621-47.4% | $152,909-67.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 3.52% | 35.96%-32.4pp | 32.76%-29.2pp | 345.46%-341.9pp |
| Employer contribution / active EE | $477 | $3,219-85.2% | $2,719-82.5% | $4,764-90.0% |
| Participant deferral / active EE | $1,907 | $4,605-58.6% | $4,070-53.1% | $5,851-67.4% |
| Admin fee / account holder | $2,309 | $10,751-78.5% | $7,890-70.7% | $11,601-80.1% |