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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 | $40,199 | $72,269-44.4% | $101,271-60.3% | $79,852-49.7% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 6.77% | 22.29%-15.5pp | 46.48%-39.7pp | 31.72%-24.9pp |
| Employer contribution / active EE | $57 | $2,692-97.9% | $3,660-98.4% | $2,471-97.7% |
| Participant deferral / active EE | $2,998 | $3,282-8.7% | $4,371-31.4% | $3,740-19.9% |
| Admin fee / account holder | $3,809 | $4,401-13.5% | $5,948-36.0% | $5,306-28.2% |