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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 | $66,772 | $100,194-33.4% | $122,979-45.7% | $86,983-23.2% |
| Participation rate | 96.6% | 73.0%+23.6pp | 77.2%+19.4pp | 69.5%+27.0pp |
| Annual return | 10.97% | 16.47%-5.5pp | 20.12%-9.1pp | 25.83%-14.9pp |
| Employer contribution / active EE | $618 | $2,326-73.4% | $3,062-79.8% | $2,584-76.1% |
| Participant deferral / active EE | $3,899 | $4,133-5.7% | $5,003-22.1% | $4,194-7.0% |
| Admin fee / account holder | $18,442 | $10,148+81.7% | $12,864+43.4% | $7,856+134.8% |