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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 | $46,580 | $108,825-57.2% | $156,181-70.2% | $82,448-43.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.05% | 20.59%-14.5pp | 64.87%-58.8pp | 41.64%-35.6pp |
| Employer contribution / active EE | $667 | $2,870-76.8% | $4,294-84.5% | $2,551-73.9% |
| Participant deferral / active EE | $2,913 | $4,577-36.4% | $6,132-52.5% | $4,139-29.6% |
| Admin fee / account holder | $14,838 | $9,341+58.9% | $14,586+1.7% | $7,234+105.1% |