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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 | $59,970 | $67,894-11.7% | $89,340-32.9% | $82,448-27.3% |
| Participation rate | 72.4% | 64.0%+8.4pp | 69.6%+2.8pp | 68.1%+4.3pp |
| Annual return | 11.95% | 19.21%-7.3pp | 20.57%-8.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $97 | $1,828-94.7% | $2,231-95.7% | $2,551-96.2% |
| Participant deferral / active EE | $2,518 | $3,072-18.0% | $3,823-34.1% | $4,139-39.2% |
| Admin fee / account holder | $1,184 | $5,723-79.3% | $6,704-82.3% | $7,234-83.6% |