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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 | $86,938-50.8% | $102,423-58.2% | $80,925-47.2% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 10.09% | 18.89%-8.8pp | 29.42%-19.3pp | 35.65%-25.6pp |
| Employer contribution / active EE | $4 | $2,369-99.8% | $3,023-99.9% | $2,756-99.8% |
| Participant deferral / active EE | $4,999 | $4,120+21.3% | $5,054-1.1% | $4,299+16.3% |
| Admin fee / account holder | $10,912 | $8,053+35.5% | $9,455+15.4% | $6,940+57.2% |