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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 | $55,139 | $78,670-29.9% | $109,173-49.5% | $85,847-35.8% |
| Participation rate | 73.7% | 68.3%+5.4pp | 75.9%-2.2pp | 69.3%+4.4pp |
| Annual return | 7.32% | 25.09%-17.8pp | 25.75%-18.4pp | 318.61%-311.3pp |
| Employer contribution / active EE | $242 | $2,734-91.2% | $3,723-93.5% | $2,565-90.6% |
| Participant deferral / active EE | $4,868 | $3,467+40.4% | $4,654+4.6% | $3,952+23.2% |
| Admin fee / account holder | $12,623 | $5,469+130.8% | $6,755+86.9% | $6,261+101.6% |