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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 | $64,051 | $123,793-48.3% | $177,848-64.0% | $79,856-19.8% |
| Participation rate | 90.5% | 84.7%+5.8pp | 87.7%+2.8pp | 69.6%+20.8pp |
| Annual return | 9.23% | 22.82%-13.6pp | 48.33%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,196 | $4,095-70.8% | $5,919-79.8% | $2,471-51.6% |
| Participant deferral / active EE | $2,955 | $5,956-50.4% | $7,714-61.7% | $3,741-21.0% |
| Admin fee / account holder | $2,098 | $7,243-71.0% | $12,431-83.1% | $5,306-60.5% |