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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 | $88,952 | $91,559-2.8% | $133,971-33.6% | $79,852+11.4% |
| Participation rate | 72.9% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 5.36% | 61.85%-56.5pp | 45.09%-39.7pp | 31.72%-26.4pp |
| Employer contribution / active EE | $185 | $2,384-92.3% | $3,919-95.3% | $2,471-92.5% |
| Participant deferral / active EE | $2,431 | $3,734-34.9% | $5,047-51.8% | $3,740-35.0% |
| Admin fee / account holder | $6,240 | $6,321-1.3% | $8,929-30.1% | $5,306+17.6% |