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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 | $55,703 | $72,269-22.9% | $101,271-45.0% | $79,852-30.2% |
| Participation rate | 86.2% | 68.5%+17.7pp | 75.8%+10.4pp | 69.6%+16.6pp |
| Annual return | 10.04% | 22.29%-12.3pp | 46.48%-36.4pp | 31.72%-21.7pp |
| Employer contribution / active EE | $395 | $2,692-85.3% | $3,660-89.2% | $2,471-84.0% |
| Participant deferral / active EE | $2,639 | $3,282-19.6% | $4,371-39.6% | $3,740-29.5% |
| Admin fee / account holder | $4,058 | $4,401-7.8% | $5,948-31.8% | $5,306-23.5% |