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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 | $87,258 | $123,793-29.5% | $177,848-50.9% | $79,856+9.3% |
| Participation rate | 84.9% | 84.7%+0.2pp | 87.7%-2.8pp | 69.6%+15.2pp |
| Annual return | 9.16% | 22.82%-13.7pp | 48.33%-39.2pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,178 | $4,095-71.2% | $5,919-80.1% | $2,471-52.3% |
| Participant deferral / active EE | $3,484 | $5,956-41.5% | $7,714-54.8% | $3,741-6.9% |
| Admin fee / account holder | $1,959 | $7,243-72.9% | $12,431-84.2% | $5,306-63.1% |