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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 | $62,845 | $86,938-27.7% | $102,423-38.6% | $80,925-22.3% |
| Participation rate | 75.9% | 72.4%+3.5pp | 76.5%-0.6pp | 67.7%+8.2pp |
| Annual return | 8.00% | 18.89%-10.9pp | 29.42%-21.4pp | 35.65%-27.6pp |
| Employer contribution / active EE | $573 | $2,369-75.8% | $3,023-81.1% | $2,756-79.2% |
| Participant deferral / active EE | $3,817 | $4,120-7.4% | $5,054-24.5% | $4,299-11.2% |
| Admin fee / account holder | $4,104 | $8,053-49.0% | $9,455-56.6% | $6,940-40.9% |