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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 | $56,700 | $106,749-46.9% | $145,433-61.0% | $82,448-31.2% |
| Participation rate | 77.1% | 75.6%+1.5pp | 82.1%-5.0pp | 68.1%+9.1pp |
| Annual return | 13.15% | 27.59%-14.4pp | 66.58%-53.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $329 | $3,444-90.4% | $4,554-92.8% | $2,551-87.1% |
| Participant deferral / active EE | $2,836 | $6,519-56.5% | $7,897-64.1% | $4,139-31.5% |
| Admin fee / account holder | $1,283 | $8,390-84.7% | $13,129-90.2% | $7,234-82.3% |