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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 | $57,609 | $88,042-34.6% | $138,135-58.3% | $79,852-27.9% |
| Participation rate | 72.7% | 71.4%+1.3pp | 78.7%-6.0pp | 69.6%+3.1pp |
| Annual return | 8.08% | 20.58%-12.5pp | 20.51%-12.4pp | 31.72%-23.6pp |
| Employer contribution / active EE | $595 | $3,103-80.8% | $5,587-89.3% | $2,471-75.9% |
| Participant deferral / active EE | $3,146 | $4,704-33.1% | $6,431-51.1% | $3,740-15.9% |
| Admin fee / account holder | $1,636 | $7,791-79.0% | $11,856-86.2% | $5,306-69.2% |