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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 | $58,576 | $73,787-20.6% | $98,716-40.7% | $82,448-29.0% |
| Participation rate | 97.1% | 61.4%+35.7pp | 69.3%+27.8pp | 68.1%+29.0pp |
| Annual return | 10.50% | 18.57%-8.1pp | 31.81%-21.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $235 | $1,511-84.4% | $2,279-89.7% | $2,551-90.8% |
| Participant deferral / active EE | $2,403 | $3,081-22.0% | $4,048-40.6% | $4,139-41.9% |
| Admin fee / account holder | $3,951 | $6,500-39.2% | $8,703-54.6% | $7,234-45.4% |