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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 | $97,144 | $104,098-6.7% | $140,514-30.9% | $94,015+3.3% |
| Participation rate | 72.3% | 73.7%-1.4pp | 77.8%-5.5pp | 70.8%+1.5pp |
| Annual return | 9.33% | 15.14%-5.8pp | 14.36%-5.0pp | 17.84%-8.5pp |
| Employer contribution / active EE | $560 | $2,388-76.6% | $3,378-83.4% | $2,790-79.9% |
| Participant deferral / active EE | $3,189 | $4,033-20.9% | $4,919-35.2% | $4,249-24.9% |
| Admin fee / account holder | $3,465 | $10,439-66.8% | $13,697-74.7% | $8,951-61.3% |