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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 | $49,149 | $97,550-49.6% | $120,344-59.2% | $87,485-43.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 4.49% | 18.41%-13.9pp | 20.30%-15.8pp | 26.06%-21.6pp |
| Employer contribution / active EE | $568 | $2,291-75.2% | $3,020-81.2% | $2,596-78.1% |
| Participant deferral / active EE | $2,966 | $4,230-29.9% | $5,135-42.2% | $4,274-30.6% |
| Admin fee / account holder | $5,311 | $9,543-44.3% | $12,742-58.3% | $7,775-31.7% |