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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 | $42,882 | $95,404-55.1% | $113,397-62.2% | $82,637-48.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.74% | 19.08%-9.3pp | 23.20%-13.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $675 | $2,307-70.7% | $2,977-77.3% | $2,552-73.5% |
| Participant deferral / active EE | $3,647 | $4,220-13.6% | $5,076-28.2% | $4,126-11.6% |
| Admin fee / account holder | $8,860 | $9,168-3.4% | $11,957-25.9% | $7,339+20.7% |