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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 | $34,045 | $95,453-64.3% | $112,040-69.6% | $82,448-58.7% |
| Participation rate | 95.6% | 72.8%+22.8pp | 76.5%+19.1pp | 68.1%+27.5pp |
| Annual return | 11.88% | 23.92%-12.0pp | 24.52%-12.6pp | 41.64%-29.8pp |
| Employer contribution / active EE | $587 | $2,318-74.7% | $2,954-80.1% | $2,551-77.0% |
| Participant deferral / active EE | $5,317 | $4,224+25.9% | $5,098+4.3% | $4,139+28.4% |
| Admin fee / account holder | $12,557 | $9,013+39.3% | $12,098+3.8% | $7,234+73.6% |