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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 | $64,447 | $138,386-53.4% | $184,260-65.0% | $80,935-20.4% |
| Participation rate | 86.2% | 83.9%+2.3pp | 86.8%-0.6pp | 67.7%+18.5pp |
| Annual return | 10.76% | 20.02%-9.3pp | 28.84%-18.1pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,458 | $4,851-69.9% | $6,427-77.3% | $2,757-47.1% |
| Participant deferral / active EE | $3,797 | $7,076-46.3% | $9,133-58.4% | $4,299-11.7% |
| Admin fee / account holder | $3,106 | $10,489-70.4% | $13,898-77.6% | $6,924-55.1% |