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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 | $88,891 | $108,825-18.3% | $156,181-43.1% | $82,448+7.8% |
| Participation rate | 85.7% | 72.4%+13.3pp | 78.8%+6.9pp | 68.1%+17.6pp |
| Annual return | 11.47% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,904 | $4,577-36.6% | $6,132-52.6% | $4,139-29.8% |
| Admin fee / account holder | $6,733 | $9,341-27.9% | $14,586-53.8% | $7,234-6.9% |