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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 | $47,595 | $81,331-41.5% | $155,534-69.4% | $80,935-41.2% |
| Participation rate | 96.7% | 66.3%+30.4pp | 78.2%+18.4pp | 67.7%+29.0pp |
| Annual return | 7.49% | 33.37%-25.9pp | 64.92%-57.4pp | 35.66%-28.2pp |
| Employer contribution / active EE | $15 | $3,105-99.5% | $4,675-99.7% | $2,757-99.5% |
| Participant deferral / active EE | $2,517 | $3,454-27.1% | $5,630-55.3% | $4,299-41.5% |
| Admin fee / account holder | $3,294 | $7,999-58.8% | $15,900-79.3% | $6,924-52.4% |