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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 | $86,029 | $100,194-14.1% | $122,979-30.0% | $86,983-1.1% |
| Participation rate | 88.5% | 73.0%+15.5pp | 77.2%+11.3pp | 69.5%+18.9pp |
| Annual return | 7.14% | 16.47%-9.3pp | 20.12%-13.0pp | 25.83%-18.7pp |
| Employer contribution / active EE | $156 | $2,326-93.3% | $3,062-94.9% | $2,584-94.0% |
| Participant deferral / active EE | $1,930 | $4,133-53.3% | $5,003-61.4% | $4,194-54.0% |
| Admin fee / account holder | $2,630 | $10,148-74.1% | $12,864-79.6% | $7,856-66.5% |