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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 | $94,858 | $122,063-22.3% | $184,256-48.5% | $74,478+27.4% |
| Participation rate | 90.2% | 85.5%+4.7pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 9.30% | 19.92%-10.6pp | 28.85%-19.5pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $1,373 | $4,539-69.7% | $6,427-78.6% | $2,626-47.7% |
| Participant deferral / active EE | $5,092 | $7,144-28.7% | $9,133-44.2% | $4,350+17.1% |
| Admin fee / account holder | $7,791 | $1,253+521.9% | $13,899-43.9% | $1,946+300.4% |