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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 | $122,042-22.3% | $184,243-48.5% | $74,429+27.4% |
| Participation rate | 90.2% | 85.5%+4.7pp | 86.8%+3.3pp | 67.2%+22.9pp |
| Annual return | 9.30% | 19.91%-10.6pp | 28.82%-19.5pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $1,373 | $4,538-69.7% | $6,427-78.6% | $2,625-47.7% |
| Participant deferral / active EE | $5,092 | $7,143-28.7% | $9,132-44.2% | $4,348+17.1% |
| Admin fee / account holder | $7,791 | $1,252+522.2% | $13,914-44.0% | $1,944+300.7% |