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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 | $114,712-59.4% | $173,730-73.2% | $87,485-46.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 6.05% | 20.18%-14.1pp | 19.96%-13.9pp | 26.06%-20.0pp |
| Employer contribution / active EE | $667 | $2,904-77.0% | $4,577-85.4% | $2,596-74.3% |
| Participant deferral / active EE | $2,913 | $4,642-37.2% | $6,326-54.0% | $4,274-31.8% |
| Admin fee / account holder | $14,838 | $10,210+45.3% | $17,523-15.3% | $7,775+90.9% |