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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 | $45,504 | $138,386-67.1% | $184,260-75.3% | $80,935-43.8% |
| Participation rate | 94.9% | 83.9%+11.0pp | 86.8%+8.0pp | 67.7%+27.2pp |
| Annual return | 4.70% | 20.02%-15.3pp | 28.84%-24.1pp | 35.66%-31.0pp |
| Employer contribution / active EE | $1,077 | $4,851-77.8% | $6,427-83.2% | $2,757-60.9% |
| Participant deferral / active EE | $3,653 | $7,076-48.4% | $9,133-60.0% | $4,299-15.0% |
| Admin fee / account holder | $15,640 | $10,489+49.1% | $13,898+12.5% | $6,924+125.9% |