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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 | $93,538 | $109,359-14.5% | $162,177-42.3% | $72,975+28.2% |
| Participation rate | 89.0% | 84.3%+4.8pp | 87.6%+1.5pp | 69.5%+19.6pp |
| Annual return | 12.70% | 25.46%-12.8pp | 115.60%-102.9pp | 81.01%-68.3pp |
| Employer contribution / active EE | $454 | $3,907-88.4% | $5,613-91.9% | $2,440-81.4% |
| Participant deferral / active EE | $4,826 | $5,481-11.9% | $7,297-33.9% | $3,608+33.8% |
| Admin fee / account holder | $2,507 | $7,972-68.6% | $10,843-76.9% | $5,124-51.1% |