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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 | $94,428 | $123,793-23.7% | $177,840-46.9% | $79,852+18.3% |
| Participation rate | 70.0% | 84.7%-14.7pp | 87.7%-17.7pp | 69.6%+0.4pp |
| Annual return | 10.10% | 22.82%-12.7pp | 48.32%-38.2pp | 31.72%-21.6pp |
| Employer contribution / active EE | $751 | $4,095-81.7% | $5,919-87.3% | $2,471-69.6% |
| Participant deferral / active EE | $6,060 | $5,956+1.7% | $7,714-21.4% | $3,740+62.0% |
| Admin fee / account holder | $3,895 | $7,243-46.2% | $12,431-68.7% | $5,306-26.6% |