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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 | $56,370 | $72,492-22.2% | $87,104-35.3% | $72,975-22.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 3.39% | 24.46%-21.1pp | 28.19%-24.8pp | 81.01%-77.6pp |
| Employer contribution / active EE | $206 | $1,894-89.1% | $2,521-91.8% | $2,440-91.6% |
| Participant deferral / active EE | $3,670 | $3,270+12.3% | $4,048-9.3% | $3,608+1.7% |
| Admin fee / account holder | $1,024 | $5,055-79.7% | $7,491-86.3% | $5,124-80.0% |