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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 | $67,538 | $91,559-26.2% | $133,971-49.6% | $79,852-15.4% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 6.18% | 61.85%-55.7pp | 45.09%-38.9pp | 31.72%-25.5pp |
| Employer contribution / active EE | $54 | $2,384-97.7% | $3,919-98.6% | $2,471-97.8% |
| Participant deferral / active EE | $1,877 | $3,734-49.7% | $5,047-62.8% | $3,740-49.8% |
| Admin fee / account holder | $790 | $6,321-87.5% | $8,929-91.2% | $5,306-85.1% |