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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 | $49,622 | $94,031-47.2% | $115,768-57.1% | $82,448-39.8% |
| Participation rate | 87.2% | 70.4%+16.8pp | 74.4%+12.8pp | 68.1%+19.1pp |
| Annual return | 10.93% | 20.61%-9.7pp | 100.46%-89.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $371 | $2,323-84.0% | $2,940-87.4% | $2,551-85.5% |
| Participant deferral / active EE | $3,731 | $3,972-6.1% | $4,917-24.1% | $4,139-9.9% |
| Admin fee / account holder | $20,661 | $10,249+101.6% | $12,439+66.1% | $7,234+185.6% |