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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 | $43,350 | $197,625-78.1% | $177,840-75.6% | $158,966-72.7% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 4.54% | 58.76%-54.2pp | 48.32%-43.8pp | 302.95%-298.4pp |
| Employer contribution / active EE | $1,151 | $6,698-82.8% | $5,919-80.5% | $4,762-75.8% |
| Participant deferral / active EE | $3,397 | $8,405-59.6% | $7,714-56.0% | $5,983-43.2% |
| Admin fee / account holder | $4,114 | $15,405-73.3% | $12,431-66.9% | $11,250-63.4% |