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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 | $72,607-17.4% | $90,259-33.6% | $87,485-31.5% |
| Participation rate | 72.4% | 64.8%+7.6pp | 70.7%+1.7pp | 68.9%+3.5pp |
| Annual return | 11.95% | 18.59%-6.6pp | 18.88%-6.9pp | 26.06%-14.1pp |
| Employer contribution / active EE | $97 | $1,919-95.0% | $2,291-95.8% | $2,596-96.3% |
| Participant deferral / active EE | $2,518 | $3,055-17.6% | $3,827-34.2% | $4,274-41.1% |
| Admin fee / account holder | $1,184 | $5,947-80.1% | $7,267-83.7% | $7,775-84.8% |