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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 | $56,335 | $79,961-29.5% | $98,462-42.8% | $75,177-25.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 11.80% | 19.75%-8.0pp | 21.17%-9.4pp | 160.75%-149.0pp |
| Employer contribution / active EE | $264 | $2,264-88.3% | $3,049-91.3% | $2,671-90.1% |
| Participant deferral / active EE | $2,256 | $3,753-39.9% | $4,738-52.4% | $4,126-45.3% |
| Admin fee / account holder | $4,948 | $6,842-27.7% | $8,875-44.2% | $5,651-12.4% |