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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 | $53,036 | $95,404-44.4% | $113,397-53.2% | $82,637-35.8% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.5%+20.5pp | 68.1%+28.9pp |
| Annual return | 7.01% | 19.08%-12.1pp | 23.20%-16.2pp | 53.51%-46.5pp |
| Employer contribution / active EE | $524 | $2,307-77.3% | $2,977-82.4% | $2,552-79.5% |
| Participant deferral / active EE | $3,987 | $4,220-5.5% | $5,076-21.5% | $4,126-3.4% |
| Admin fee / account holder | $36,067 | $9,168+293.4% | $11,957+201.6% | $7,339+391.5% |