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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 | $95,404-47.2% | $113,397-55.6% | $82,637-39.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 11.45% | 19.08%-7.6pp | 23.20%-11.7pp | 53.51%-42.1pp |
| Employer contribution / active EE | $581 | $2,307-74.8% | $2,977-80.5% | $2,552-77.2% |
| Participant deferral / active EE | $2,865 | $4,220-32.1% | $5,076-43.6% | $4,126-30.6% |
| Admin fee / account holder | $2,172 | $9,168-76.3% | $11,957-81.8% | $7,339-70.4% |