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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 | $50,370 | $95,453-47.2% | $112,040-55.0% | $82,448-38.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.45% | 23.92%-12.5pp | 24.52%-13.1pp | 41.64%-30.2pp |
| Employer contribution / active EE | $581 | $2,318-74.9% | $2,954-80.3% | $2,551-77.2% |
| Participant deferral / active EE | $2,865 | $4,224-32.2% | $5,098-43.8% | $4,139-30.8% |
| Admin fee / account holder | $2,172 | $9,013-75.9% | $12,098-82.0% | $7,234-70.0% |