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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 | $42,768 | $86,949-50.8% | $102,460-58.3% | $80,959-47.2% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 10.09% | 18.89%-8.8pp | 29.47%-19.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $4 | $2,370-99.8% | $3,025-99.9% | $2,757-99.8% |
| Participant deferral / active EE | $4,999 | $4,121+21.3% | $5,056-1.1% | $4,300+16.2% |
| Admin fee / account holder | $10,912 | $8,048+35.6% | $9,460+15.3% | $6,925+57.6% |