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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 | $32,807 | $77,449-57.6% | $69,483-52.8% | $152,909-78.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.5%-7.5pp |
| Annual return | 4.28% | 39.09%-34.8pp | 28.99%-24.7pp | 345.46%-341.2pp |
| Employer contribution / active EE | $175 | $3,316-94.7% | $2,780-93.7% | $4,764-96.3% |
| Participant deferral / active EE | $1,429 | $4,415-67.6% | $3,537-59.6% | $5,851-75.6% |
| Admin fee / account holder | $3,279 | $6,210-47.2% | $3,841-14.6% | $11,601-71.7% |