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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 | $123,478-62.3% | $216,567-78.5% | $94,015-50.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 6.05% | 23.61%-17.6pp | 12.94%-6.9pp | 17.84%-11.8pp |
| Employer contribution / active EE | $667 | $3,136-78.7% | $5,216-87.2% | $2,790-76.1% |
| Participant deferral / active EE | $2,913 | $4,556-36.1% | $6,191-52.9% | $4,249-31.4% |
| Admin fee / account holder | $14,838 | $12,753+16.4% | $21,981-32.5% | $8,951+65.8% |