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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 | $61,429 | $65,364-6.0% | $92,909-33.9% | $72,975-15.8% |
| Participation rate | 97.8% | 68.3%+29.5pp | 76.0%+21.8pp | 69.5%+28.3pp |
| Annual return | 14.42% | 42.11%-27.7pp | 109.44%-95.0pp | 81.01%-66.6pp |
| Employer contribution / active EE | $281 | $2,594-89.2% | $3,653-92.3% | $2,440-88.5% |
| Participant deferral / active EE | $1,979 | $3,128-36.7% | $4,238-53.3% | $3,608-45.1% |
| Admin fee / account holder | $11,753 | $4,251+176.5% | $5,795+102.8% | $5,124+129.4% |