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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 | $63,099 | $89,515-29.5% | $103,065-38.8% | $80,959-22.1% |
| Participation rate | 86.7% | 76.0%+10.7pp | 80.6%+6.2pp | 67.7%+19.1pp |
| Annual return | 9.84% | 22.82%-13.0pp | 23.95%-14.1pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,000 | $4,015-75.1% | $4,675-78.6% | $2,757-63.7% |
| Participant deferral / active EE | $6,646 | $5,463+21.7% | $6,625+0.3% | $4,300+54.6% |
| Admin fee / account holder | $7,673 | $6,527+17.5% | $9,349-17.9% | $6,925+10.8% |