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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 | $95,404-30.0% | $113,397-41.1% | $82,637-19.2% |
| Participation rate | 96.6% | 72.8%+23.7pp | 76.5%+20.1pp | 68.1%+28.5pp |
| Annual return | 10.97% | 19.08%-8.1pp | 23.20%-12.2pp | 53.51%-42.5pp |
| Employer contribution / active EE | $618 | $2,307-73.2% | $2,977-79.2% | $2,552-75.8% |
| Participant deferral / active EE | $3,899 | $4,220-7.6% | $5,076-23.2% | $4,126-5.5% |
| Admin fee / account holder | $18,442 | $9,168+101.2% | $11,957+54.2% | $7,339+151.3% |