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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 | $69,902 | $76,551-8.7% | $123,894-43.6% | $62,881+11.2% |
| Participation rate | 96.4% | 73.0%+23.4pp | 81.4%+15.0pp | 69.3%+27.1pp |
| Annual return | 4.98% | 18.68%-13.7pp | 47.52%-42.5pp | 20.14%-15.2pp |
| Employer contribution / active EE | $28 | $2,882-99.0% | $4,617-99.4% | $2,281-98.8% |
| Participant deferral / active EE | $5,437 | $4,840+12.3% | $5,984-9.1% | $3,203+69.7% |
| Admin fee / account holder | $7,496 | $4,826+55.3% | $8,357-10.3% | $4,296+74.5% |