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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 | $54,847 | $76,551-28.4% | $123,894-55.7% | $62,881-12.8% |
| Participation rate | 72.2% | 73.0%-0.8pp | 81.4%-9.2pp | 69.3%+2.9pp |
| Annual return | 5.58% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.6pp |
| Employer contribution / active EE | $444 | $2,882-84.6% | $4,617-90.4% | $2,281-80.5% |
| Participant deferral / active EE | $3,873 | $4,840-20.0% | $5,984-35.3% | $3,203+20.9% |
| Admin fee / account holder | $1,452 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |