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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 | $96,432 | $146,267-34.1% | $197,124-51.1% | $82,448+17.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 9.61% | 29.61%-20.0pp | 44.34%-34.7pp | 41.64%-32.0pp |
| Employer contribution / active EE | $798 | $4,723-83.1% | $6,227-87.2% | $2,551-68.7% |
| Participant deferral / active EE | $5,837 | $7,035-17.0% | $9,135-36.1% | $4,139+41.0% |
| Admin fee / account holder | $78,605 | $14,422+445.0% | $16,298+382.3% | $7,234+986.5% |