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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 | $49,004 | $86,940-43.6% | $102,434-52.2% | $80,935-39.5% |
| Participation rate | 77.2% | 72.4%+4.8pp | 76.5%+0.7pp | 67.7%+9.6pp |
| Annual return | 10.23% | 18.89%-8.7pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $591 | $2,370-75.1% | $3,023-80.5% | $2,757-78.6% |
| Participant deferral / active EE | $2,214 | $4,121-46.3% | $5,055-56.2% | $4,299-48.5% |
| Admin fee / account holder | $601 | $8,047-92.5% | $9,462-93.6% | $6,924-91.3% |