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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 | $32,269 | $117,829-72.6% | $102,423-68.5% | $145,877-77.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 5.48% | 31.83%-26.4pp | 29.42%-23.9pp | 551.28%-545.8pp |
| Employer contribution / active EE | $684 | $3,615-81.1% | $3,023-77.4% | $4,663-85.3% |
| Participant deferral / active EE | $6,178 | $5,732+7.8% | $5,054+22.2% | $6,691-7.7% |
| Admin fee / account holder | $4,467 | $13,335-66.5% | $9,455-52.8% | $13,402-66.7% |