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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 | $69,273-13.4% | $90,796-34.0% | $82,637-27.4% |
| Participation rate | 72.4% | 64.0%+8.4pp | 69.5%+2.9pp | 68.1%+4.4pp |
| Annual return | 11.95% | 18.37%-6.4pp | 19.29%-7.3pp | 53.51%-41.6pp |
| Employer contribution / active EE | $97 | $1,865-94.8% | $2,294-95.8% | $2,552-96.2% |
| Participant deferral / active EE | $2,518 | $3,047-17.4% | $3,822-34.1% | $4,126-39.0% |
| Admin fee / account holder | $1,184 | $5,511-78.5% | $7,024-83.1% | $7,339-83.9% |