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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 | $51,659 | $78,682-34.3% | $109,188-52.7% | $85,851-39.8% |
| Participation rate | 72.0% | 68.3%+3.7pp | 75.9%-3.9pp | 69.3%+2.7pp |
| Annual return | 10.02% | 25.09%-15.1pp | 25.76%-15.7pp | 318.63%-308.6pp |
| Employer contribution / active EE | $525 | $2,734-80.8% | $3,723-85.9% | $2,565-79.6% |
| Participant deferral / active EE | $2,828 | $3,468-18.5% | $4,654-39.2% | $3,952-28.5% |
| Admin fee / account holder | $456 | $5,470-91.7% | $6,755-93.3% | $6,261-92.7% |