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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 | $74,535-21.4% | $100,712-41.8% | $82,637-29.1% |
| Participation rate | 97.1% | 61.2%+35.9pp | 69.3%+27.8pp | 68.1%+29.0pp |
| Annual return | 10.50% | 18.92%-8.4pp | 33.27%-22.8pp | 53.51%-43.0pp |
| Employer contribution / active EE | $235 | $1,503-84.3% | $2,313-89.8% | $2,552-90.8% |
| Participant deferral / active EE | $2,403 | $3,074-21.8% | $4,085-41.2% | $4,126-41.8% |
| Admin fee / account holder | $3,951 | $6,576-39.9% | $9,256-57.3% | $7,339-46.2% |