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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 | $47,591 | $91,559-48.0% | $133,978-64.5% | $79,856-40.4% |
| Participation rate | 92.0% | 73.3%+18.7pp | 79.8%+12.2pp | 69.6%+22.4pp |
| Annual return | 1.99% | 61.85%-59.9pp | 45.10%-43.1pp | 31.71%-29.7pp |
| Employer contribution / active EE | $211 | $2,384-91.2% | $3,919-94.6% | $2,471-91.5% |
| Participant deferral / active EE | $3,381 | $3,734-9.5% | $5,047-33.0% | $3,741-9.6% |
| Admin fee / account holder | $3,314 | $6,321-47.6% | $8,930-62.9% | $5,306-37.5% |