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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 | $28,473 | $124,425-77.1% | $112,040-74.6% | $137,256-79.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 9.58% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $433 | $3,411-87.3% | $2,954-85.3% | $4,156-89.6% |
| Participant deferral / active EE | $2,091 | $5,718-63.4% | $5,098-59.0% | $6,407-67.4% |
| Admin fee / account holder | $4,756 | $15,207-68.7% | $12,098-60.7% | $12,270-61.2% |