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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 | $145,431-33.7% | $211,142-54.3% | $87,485+10.2% |
| Participation rate | 84.6% | 84.7%-0.1pp | 87.3%-2.7pp | 68.9%+15.7pp |
| Annual return | 9.61% | 27.21%-17.6pp | 46.84%-37.2pp | 26.06%-16.4pp |
| Employer contribution / active EE | $798 | $4,662-82.9% | $6,442-87.6% | $2,596-69.3% |
| Participant deferral / active EE | $5,837 | $6,859-14.9% | $9,284-37.1% | $4,274+36.6% |
| Admin fee / account holder | $78,605 | $17,052+361.0% | $19,076+312.1% | $7,775+911.0% |