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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 | $60,578 | $77,896-22.2% | $134,172-54.9% | $82,448-26.5% |
| Participation rate | 72.0% | 62.8%+9.2pp | 72.5%-0.5pp | 68.1%+3.9pp |
| Annual return | 10.31% | 18.21%-7.9pp | 25.30%-15.0pp | 41.64%-31.3pp |
| Employer contribution / active EE | $273 | $2,159-87.4% | $3,420-92.0% | $2,551-89.3% |
| Participant deferral / active EE | $2,638 | $3,162-16.6% | $4,690-43.8% | $4,139-36.3% |
| Admin fee / account holder | $4,694 | $6,336-25.9% | $12,016-60.9% | $7,234-35.1% |