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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 | $88,788 | $72,492+22.5% | $87,102+1.9% | $72,983+21.7% |
| Participation rate | 71.9% | 72.8%-0.9pp | 76.9%-5.0pp | 69.5%+2.4pp |
| Annual return | 8.58% | 24.46%-15.9pp | 28.19%-19.6pp | 81.01%-72.4pp |
| Employer contribution / active EE | $446 | $1,894-76.4% | $2,521-82.3% | $2,440-81.7% |
| Participant deferral / active EE | $2,109 | $3,270-35.5% | $4,048-47.9% | $3,608-41.5% |
| Admin fee / account holder | $7,737 | $5,055+53.1% | $7,491+3.3% | $5,124+51.0% |