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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 | $54,103 | $73,978-26.9% | $96,515-43.9% | $75,173-28.0% |
| Participation rate | 84.0% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.8pp |
| Annual return | 5.48% | 26.72%-21.2pp | 35.73%-30.3pp | 160.72%-155.2pp |
| Employer contribution / active EE | $244 | $2,931-91.7% | $3,740-93.5% | $2,671-90.9% |
| Participant deferral / active EE | $3,456 | $3,660-5.6% | $4,880-29.2% | $4,126-16.2% |
| Admin fee / account holder | $5,528 | $5,219+5.9% | $6,735-17.9% | $5,651-2.2% |