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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 | $75,701 | $95,453-20.7% | $112,040-32.4% | $82,448-8.2% |
| Participation rate | 96.9% | 72.8%+24.1pp | 76.5%+20.4pp | 68.1%+28.8pp |
| Annual return | 10.74% | 23.92%-13.2pp | 24.52%-13.8pp | 41.64%-30.9pp |
| Employer contribution / active EE | $274 | $2,318-88.2% | $2,954-90.7% | $2,551-89.2% |
| Participant deferral / active EE | $3,433 | $4,224-18.7% | $5,098-32.7% | $4,139-17.1% |
| Admin fee / account holder | $40,964 | $9,013+354.5% | $12,098+238.6% | $7,234+466.2% |