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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 | $117,846-72.6% | $102,434-68.5% | $145,884-77.9% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 5.48% | 31.90%-26.4pp | 29.46%-24.0pp | 551.85%-546.4pp |
| Employer contribution / active EE | $684 | $3,615-81.1% | $3,023-77.4% | $4,662-85.3% |
| Participant deferral / active EE | $6,178 | $5,733+7.8% | $5,055+22.2% | $6,690-7.6% |
| Admin fee / account holder | $4,467 | $13,356-66.6% | $9,462-52.8% | $13,392-66.6% |