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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 | $69,694 | $84,953-18.0% | $163,379-57.3% | $82,637-15.7% |
| Participation rate | 96.3% | 65.9%+30.3pp | 76.8%+19.5pp | 68.1%+28.2pp |
| Annual return | 12.79% | 23.07%-10.3pp | 63.41%-50.6pp | 53.51%-40.7pp |
| Employer contribution / active EE | $351 | $2,183-83.9% | $3,752-90.6% | $2,552-86.2% |
| Participant deferral / active EE | $2,995 | $4,326-30.8% | $6,282-52.3% | $4,126-27.4% |
| Admin fee / account holder | $1,140 | $7,921-85.6% | $9,818-88.4% | $7,339-84.5% |