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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 | $47,126 | $72,272-34.8% | $101,264-53.5% | $79,858-41.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 3.37% | 22.30%-18.9pp | 46.48%-43.1pp | 31.72%-28.3pp |
| Employer contribution / active EE | $533 | $2,692-80.2% | $3,660-85.4% | $2,471-78.4% |
| Participant deferral / active EE | $3,594 | $3,282+9.5% | $4,370-17.8% | $3,740-3.9% |
| Admin fee / account holder | $2,501 | $4,401-43.2% | $5,947-58.0% | $5,306-52.9% |