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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 | $70,830 | $138,385-48.8% | $184,243-61.6% | $80,925-12.5% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.7%+17.0pp |
| Annual return | 10.72% | 20.02%-9.3pp | 28.82%-18.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,332 | $4,851-72.5% | $6,427-79.3% | $2,756-51.7% |
| Participant deferral / active EE | $4,210 | $7,075-40.5% | $9,132-53.9% | $4,299-2.1% |
| Admin fee / account holder | $8,325 | $10,489-20.6% | $13,914-40.2% | $6,940+20.0% |