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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 | $55,314 | $94,031-41.2% | $115,768-52.2% | $82,448-32.9% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.4%+17.9pp | 68.1%+24.2pp |
| Annual return | 8.25% | 20.61%-12.4pp | 100.46%-92.2pp | 41.64%-33.4pp |
| Employer contribution / active EE | $634 | $2,323-72.7% | $2,940-78.4% | $2,551-75.1% |
| Participant deferral / active EE | $4,484 | $3,972+12.9% | $4,917-8.8% | $4,139+8.3% |
| Admin fee / account holder | $10,862 | $10,249+6.0% | $12,439-12.7% | $7,234+50.1% |