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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 | $91,519 | $108,825-15.9% | $156,181-41.4% | $82,448+11.0% |
| Participation rate | 97.4% | 72.4%+25.1pp | 78.8%+18.6pp | 68.1%+29.4pp |
| Annual return | 6.86% | 20.59%-13.7pp | 64.87%-58.0pp | 41.64%-34.8pp |
| Employer contribution / active EE | $481 | $2,870-83.3% | $4,294-88.8% | $2,551-81.2% |
| Participant deferral / active EE | $3,249 | $4,577-29.0% | $6,132-47.0% | $4,139-21.5% |
| Admin fee / account holder | $26,051 | $9,341+178.9% | $14,586+78.6% | $7,234+260.1% |