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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 | $65,478 | $114,119-42.6% | $107,187-38.9% | $138,895-52.9% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.8pp | 79.9%-2.1pp |
| Annual return | 8.31% | 273.21%-264.9pp | 204.55%-196.2pp | 145.39%-137.1pp |
| Employer contribution / active EE | $333 | $4,059-91.8% | $3,782-91.2% | $4,194-92.1% |
| Participant deferral / active EE | $3,407 | $5,538-38.5% | $5,096-33.1% | $6,396-46.7% |
| Admin fee / account holder | $1,270 | $10,024-87.3% | $9,162-86.1% | $12,562-89.9% |