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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 | $84,657 | $108,825-22.2% | $156,181-45.8% | $82,448+2.7% |
| Participation rate | 76.9% | 72.4%+4.6pp | 78.8%-1.9pp | 68.1%+8.9pp |
| Annual return | 12.02% | 20.59%-8.6pp | 64.87%-52.8pp | 41.64%-29.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,268 | $4,577-28.6% | $6,132-46.7% | $4,139-21.0% |
| Admin fee / account holder | $3,357 | $9,341-64.1% | $14,586-77.0% | $7,234-53.6% |