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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 | $57,662 | $78,423-26.5% | $95,964-39.9% | $79,856-27.8% |
| Participation rate | 97.1% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.5pp |
| Annual return | 9.62% | 19.37%-9.8pp | 91.64%-82.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $152 | $1,945-92.2% | $2,541-94.0% | $2,471-93.9% |
| Participant deferral / active EE | $2,000 | $3,440-41.9% | $4,167-52.0% | $3,741-46.5% |
| Admin fee / account holder | $749 | $5,622-86.7% | $6,797-89.0% | $5,306-85.9% |