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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 | $55,396 | $72,273-23.4% | $101,275-45.3% | $79,856-30.6% |
| Participation rate | 71.7% | 68.5%+3.3pp | 75.8%-4.1pp | 69.6%+2.1pp |
| Annual return | 9.74% | 22.30%-12.6pp | 46.48%-36.7pp | 31.71%-22.0pp |
| Employer contribution / active EE | $602 | $2,691-77.6% | $3,660-83.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,802 | $3,282-45.1% | $4,371-58.8% | $3,741-51.8% |
| Admin fee / account holder | $3,302 | $4,401-25.0% | $5,948-44.5% | $5,306-37.8% |