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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 | $78,714 | $143,969-45.3% | $199,883-60.6% | $82,637-4.7% |
| Participation rate | 77.3% | 84.1%-6.9pp | 86.8%-9.5pp | 68.1%+9.2pp |
| Annual return | 12.61% | 25.67%-13.1pp | 43.81%-31.2pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,515 | $4,632-67.3% | $6,261-75.8% | $2,552-40.6% |
| Participant deferral / active EE | $4,122 | $6,937-40.6% | $9,138-54.9% | $4,126-0.1% |
| Admin fee / account holder | $5,577 | $14,597-61.8% | $17,268-67.7% | $7,339-24.0% |